NEWTOWN SQUARE, PACRD 152430Latest ADV February 6, 2026
Newsquare Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated February 6, 2026, reports $2.4B in regulatory assets under management, 21 employees, and 4,168 accounts.
Assets Under Management
$2.4B
Employees
21
Offices
--
Total Clients
2,196
Primary office
NEWTOWN SQUARE, PA
16 CAMPUS BOULEVARD, SUITE 100, NEWTOWN SQUARE, PA, United States
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
1,900
2
HNWI
9.3%
205
3
Pension Plans
1.8%
40
4
Corporations
1.4%
30
5
Charitable
1.0%
21
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of February 6, 2026
Discretionary100.0%
$2.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.4B
Total Accounts4,168
10Y AUM Change+$1.9B (+369.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee105:1
10Y Employee Change+14 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.