Investment adviser · CRD 152430

NEWSQUARE CAPITAL, LLC

Investment adviser filing (IA)

NEWTOWN SQUARE, PA, United States · Form ADV filed Feb 6, 2026

Regulatory AUM: $2.39B
Client accounts: 4,168
Employees: 21
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	205	$1,411,760,128	59.0%
Individuals	1,900	$911,121,396	38.1%
Retirement plans	40	$37,075,471	1.5%
Corporations & businesses	30	$22,641,062	0.9%
Charities	21	$10,144,099	0.4%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2050333 · Feb 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 6, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

16 CAMPUS BOULEVARD, SUITE 100
NEWTOWN SQUARE, PA, 19073-3229, United States

CRD 152430

Filing source

Form ADV 2050333 · Feb 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.