Newsquare Capital, LLC
SEC RegisteredIntentionally different.
About the firm
At NewSquare Capital, we're united in our passion for investing and our mission: to earn the trust of our clients by delivering excellence in both long-term investment solutions and client service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A suite of investment strategies and sound investment solutions tailored to a wide range of investor needs, combined with data-driven insights and client service.
Who they serve
True long-term investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,900 | $911M |
| High Net Worth Individuals | 205 | $1.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 40 | $37M |
| State/Municipal Entities | 21 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
85 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Newsquare Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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