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NEWSQUARE CAPITAL, LLC

NEWTOWN SQUARE, PA · CRD 152430 · IAPD ↗ · newsquarecapital.com · 610-325-6117

$2.39BRegulatory AUM
6Advisory reps
21Employees
85Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — NEWSQUARE CAPITAL, LLC notice-filed in CO, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
March 2026 — NEWSQUARE CAPITAL, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
53
April 2025 — NEWSQUARE CAPITAL, LLC notice-filed in AZ, GA, KY, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — NEWSQUARE CAPITAL, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — NEWSQUARE CAPITAL, LLC reported RAUM up 31% ($1.19B -> $1.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.