Squires Law & Squires Investments, Llc
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ADV data as of Jan 17, 2026
- Regulatory AUM
- $126M
- Discretionary
- $93.5M
- Clients
- 73
- Avg AUM / client
- $1.7M
- Accounts
- 73
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $424K | 0.34% |
| High net worth individuals | 71 | $93.0M | 73.9% |
| Charitable organizations | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Corporations and other businesses | 2 | $32.5M | 25.8% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Richard Squires | Registered representative | CFP CFA | Jan 2026 (1y) |
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) | 01/17/2026 | 1.09 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
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 17, 2026.
View current Form ADV (SEC/IAPD) ↗