S Squared Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 283785
· Austin, TX
· SSQUAREDADVISORS.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $79.3M
- Discretionary
- $79.3M
- Clients
- 22
- Avg AUM / client
- $3.6M
- Accounts
- 22
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 19 | $65.5M | 82.7% |
| Corporations and other businesses | 3 | $13.7M | 17.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael John Heffernan | Registered representative | Aug 2016 (10y) | ||
| Christopher G. Angelo | Registered representative | Aug 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $33.2M (42% of AUM) Mar 2026
- Fidelity Distributors Company Llc $11.1M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗