This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-02-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

1

Employees

4

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

0

Private funds

1Schedule D 7.B(1)

SEC number

801-135363

CRD

340355

Filings on the tape

1

First filed

Feb 2, 2026

Latest filed

Feb 2, 2026

Organised

Limited Liability Company, PA

Website

isqcp.com

• Occurred

  Mar 4, 2026
  Advisor departed, no destination yet

  Kaleb Matthew Burns no longer registered at Isq Capital; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Feb 2, 2026
  Advisor owns new adviser

  Joseph Black Elliott, registered through Independence Square Holdings, LLC (King OF Prussia, PA), is a direct owner of Isq Capital, an adviser first registered 2026-02-02; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 5 days ago
• Occurred

  Feb 2, 2026
  Advisor owns new adviser

  Zachary Scott Mineur, registered through Independence Square Holdings, LLC (King OF Prussia, PA), is a direct owner of Isq Capital, an adviser first registered 2026-02-02; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:44bbd108-7c74-82cc-c2d3-22931546d406

First observed

Feb 2, 2026

Last observed

Feb 2, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.