Missionsquare Investments
Washington, DC·SEC-registered · CRD #109138
Missionsquare Investments is an SEC-registered investment advisory firm in Washington, DC managing $53B across 45 client accounts, with 47 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$53B
Client accounts
45
Advisory staff
47
Fee model
Fee-only
How Missionsquare Investments is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Missionsquare Investments
How much does Missionsquare Investments manage?
Per its most recent SEC Form ADV filing (06/29/2026), Missionsquare Investments reports $53B in regulatory assets under management across roughly 45 client accounts.
How does Missionsquare Investments charge?
Missionsquare Investments is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Missionsquare Investments a fiduciary?
Yes. Missionsquare Investments is registered with the U.S. Securities and Exchange Commission (CRD #109138), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Missionsquare Investments taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Missionsquare Investments and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Missionsquare Investments's public SEC Form ADV filing (CRD #109138, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Missionsquare Investments. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Missionsquare Investments? Claim this profile.