Asitha S. De Silva

CAPITAL SQUARED FINANCIAL

Rockville, MD 20852

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CRD#: 7197507

Professional summary

Asitha Sanjeeva De Silva is a registered financial advisor currently at CAPITAL SQUARED FINANCIAL LLC located in Rockville, Maryland.

Asitha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Asitha has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Asitha Sanjeeva De Silva's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 27, 2024 - Present

CAPITAL SQUARED FINANCIAL LLC

Office #1: 1451 Rockville Pike Suite 250, Rockville, MD 20852

RIA

CRD#: 326861

Rockville, MD

Past

February 25, 2021 - October 1, 2024

ROCK DEN ADVISORS, LLC

RIA

CRD#: 312334

ALEXANDRIA, VA

Past

December 18, 2019 - February 26, 2021

SWEETBAY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 219514

WASHINGTON, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL SQUARED FINANCIAL LLC

CRD#: 326861 / SEC#: 801-131530

RIA

Registered Investment Advisory firm - (11/27/2024 Approved)

Maryland

Registered Investment Advisory firm - (12/5/2024 Terminated)

Virginia

Registered Investment Advisory firm - (12/4/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(3/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2002

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL SQUARED FINANCIAL LLC

CRD#: 326861 / SEC#: 801-131530

RIA

Registered Investment Advisory firm - (11/27/2024 Approved)

Maryland

Registered Investment Advisory firm - (12/5/2024 Terminated)

Virginia

Registered Investment Advisory firm - (12/4/2024 Terminated)

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Contact information

Main Address

1451 Rockville Pike Suite 250, Rockville, MD 20852

Mailing Address

Phone number

(240) 600-1678

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CSF ADV PART 2A & 2B - 2026 (2/10/2026)

CSF ADV PART 2A/2B (2/10/2026)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 198,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Asitha S. De Silva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Asitha Sanjeeva De Silva's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL SQUARED FINANCIAL LLC

ROCK DEN ADVISORS, LLC

SWEETBAY CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

CAPITAL SQUARED FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2002

Current Firm

CAPITAL SQUARED FINANCIAL LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL SQUARED FINANCIAL LLC

TRUST BUT VERIFY

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