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NEWSQUARE CAPITAL, LLC
CRD 152430File 801-70908
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.39B
Top 25% of cohort (national)
Discretionary AUM
$2.39B
Clients
2,196
4,168 accounts
Employees
21
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 11, 2010
- Principal office
- 16 CAMPUS BOULEVARD, SUITE 100, NEWTOWN SQUARE, PA, 19073-3229
- Phone
- 610-325-6117
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.39B
- Discretionary AUM
- $2.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,168
- Non-discretionary accounts
- 0
- Total accounts
- 4,168
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $22.6M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 21 | $10.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 205 | $1.41B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 40 | $37.1M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,900 | $911.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 2,163 | 2,196 | increased by33 |
| Mar 1, 2026 | AUM | $1,930,754,665 | $2,392,742,156 | increased by$461,987,491 |
| Mar 1, 2026 | Accounts | 3,752 | 4,168 | increased by416 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 21 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,660 | 2,163 | increased by503 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,192,722,033 | $1,930,754,665 | increased by$738,032,632 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,945 | 3,752 | increased by807 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Clients | 1,519 | 1,660 | increased by141 |
| Apr 1, 2022 | AUM | $919,645,735 | $1,192,722,033 | increased by$273,076,298 |
| Apr 1, 2022 | Accounts | 2,611 | 2,945 | increased by334 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWSQUARE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWSQUARE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.