# Newsquare Capital, LLC

> Newsquare Capital, LLC is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 152430
- Filed as: NEWSQUARE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152430
- AdvisorCensus page: https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430

## Quick answers

**How is Newsquare Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Newsquare Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Newsquare Capital, LLC located?**
Newsquare Capital, LLC's principal office is in Newtown Square, PA, according to its Form ADV.

**Is Newsquare Capital, LLC registered with the SEC or a state?**
Newsquare Capital, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152430.

**How much does Newsquare Capital, LLC manage?**
Newsquare Capital, LLC reports $2,392,742,156 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have Newsquare Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Newsquare Capital, LLC: Regulatory assets under management: $919,645,735 in the October 2021 data and $2,392,742,156 in the October 2026 data, up 160%. Total employees: 15 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Newsquare Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,900); high net worth individuals (205); pension and profit sharing plans (but not the plan participants or government pension plans) (40).

**Does Newsquare Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152430

**What changed in Newsquare Capital, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,930,754,665 to $2,392,742,156 (+24%). Registered or notice-filed in CO, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,392,742,156
- Discretionary: $2,392,742,156
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,900 | $911,121,396 |
| High net worth individuals | 205 | $1,411,760,128 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 40 | $37,075,471 |
| Charitable organizations | 21 | $10,144,099 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 30 | $22,641,062 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 21 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newsquarecapital.com
- LinkedIn @newsquare-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $919,645,735 | 15 | March 29, 2021 |
| October 2022 | $1,192,722,033 | 16 | March 29, 2022 |
| October 2023 | $1,187,432,629 | 16 | August 2, 2023 |
| October 2024 | $1,559,189,717 | 17 | September 10, 2024 |
| October 2025 | $1,930,754,665 | 21 | March 28, 2025 |
| October 2026 | $2,392,742,156 | 21 | February 6, 2026 |

Regulatory assets under management: $919,645,735 in the October 2021 data and $2,392,742,156 in the October 2026 data, up 160%.
Total employees: 15 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,930,754,665 to $2,392,742,156 (+24%).
- Registered or notice-filed in CO, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newsquare Capital, LLC (CRD 152430): Form ADV filing data as of October 2026.