Missionsquare Retirement

Registered investment adviser · Washington, DC · CRD #108783

Form ADV data as of 2026-09-01

Regulatory assets

$6.31 billion

Total accounts

53,695

Employees

553

Disclosure events

Firm details

Website: https://research.missionsq.org
Telephone: 202-962-4600
SEC file number: 801-18273
Most recent Form ADV filing: 2026-07-27
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$5.74 billion
Non-discretionary regulatory assets under management	$567.7 million
Total regulatory assets under management	$6.31 billion
Discretionary accounts	53,694
Non-discretionary accounts	1
Total accounts	53,695
Regulatory assets under management attributable to non-U.S. persons	$6,037

People

Total employees (excluding clerical)	553
Employees performing investment advisory functions (including research)	174
Employees who are registered representatives of a broker-dealer	206
Employees registered as investment adviser representatives with a state	150
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	81
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$5.74 billion
Clients for whom a related person has custody	40,526
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust company

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities in which it has another sales interest
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	40,136	$5.18 billion
High net worth individuals	390	$560.5 million
Insurance companies	1	$567.7 million