Newsquare Capital, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 152430
· SEC file 801-70908
· Newtown Square, PA
· www.linkedin.com
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ADV data as of Feb 06, 2026
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 2,196
- Avg AUM / client
- $1.1M
- Accounts
- 4,168
- Employees
- 21
AUM over time
$133M
$2.4B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,900 | $911M | 38.1% |
| High net worth individuals | 205 | $1.4B | 59.0% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 40 | $37.1M | 1.55% |
| Charitable organizations | 21 | $10.1M | 0.42% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 30 | $22.6M | 0.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniels, Jesse, Hart | Trustee | Nov 2015 (11y) | ≈ 12.5% – 37.5% via The Eleanor Mae Daniels Trust | |
| Gary Earl Daniels | Trustee | Chartered Financial Consultant | Nov 2015 (11y) | ≈ 12.5% – 37.5% via The Eleanor Mae Daniels Trust |
| Joseph Vincent Naselli | Member | Chartered Financial Consultant | Jan 2016 (11y) | 50% – 75% |
| Ryan L Kirk | President / Head Of Portfolio Management | CFA | Feb 2016 (10y) | Less than 5% |
| Wilson, Matthew, Garry | Chief Compliance Officer | Apr 2016 (10y) | Less than 5% | |
| Daniels, Claire | Trustee | Dec 2016 (10y) | ≈ 12.5% – 37.5% via The Eleanor Mae Daniels Trust | |
| Hart, Christy, Lynn | Director Of Operations | Apr 2017 (9y) | Less than 5% | |
| Rizzello, Joseph, Samuel | Chief Executive Officer | Apr 2017 (9y) | Less than 5% | |
| Miguel L Biamon | Registered representative | Aug 2018 (8y) | ||
| Timothy Andrew Chisholm | Registered representative | Nov 2018 (8y) | ||
| Lee Scott Grout | Registered representative | CFA | Feb 2026 (0y) | |
| Tyler Andrew Pugliese | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Eleanor Mae Daniels Trust | Member | Jan 2016 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Daniels, Jesse, Hart: 25% – 50% of The Eleanor Mae Daniels Trust × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Gary Earl Daniels: 25% – 50% of The Eleanor Mae Daniels Trust × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Daniels, Claire: 25% – 50% of The Eleanor Mae Daniels Trust × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (20)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Llr Management, Lp 401(k) Retirement Plan | Llr Management, Lp | 108 | $23.1M | 01/01/2024 |
| Novatec, Inc. 401(k) Plan | Novatec, Inc. | 108 | $12.5M | 01/01/2024 |
| Agility Robotics 401(k) Plan | Agility Robotics, Inc. | 201 | $14.5M | 01/01/2024 |
| Ycharts 401(k) Plan | Ycharts Inc. | 120 | $7.4M | 01/01/2024 |
| W S Industrial Services, Inc. 401(k) Profit Sharing Plan | W S Industrial Services, Inc. | 129 | $7.0M | 01/01/2024 |
| Preco Inc Profit Sharing/401(k) Savings Plan | Preco, Llc | 206 | $36.5M | 01/01/2024 |
| Reed City Group, Llc 401(k) Plan | Reed City Group, Llc | 180 | $7.3M | 01/01/2024 |
| Celero Commerce 401(k) Plan | Celero Commerce Llc | 309 | $17.7M | 01/01/2024 |
| Affinity Hospice Holdings, Llc 401(k) Plan | Affinity Hospice Holdings, Llc | 462 | $4.0M | 01/01/2024 |
| Kreider Farms 401(k) Plan | Noah W Kreider & Sons | 369 | $10.4M | 01/01/2024 |
| Tydenbrooks 401(k) Plan | Tydenbrooks | 340 | $17.5M | 01/01/2024 |
| Wilson Brown Motors Inc Retirement Plan | Wilson Brown Motors Inc | 151 | $2.9M | 01/01/2024 |
| Daysmart Software, Llc 401(k) Profit Sharing Plan And Trust | Daysmart Software, Llc | 287 | $16.6M | 01/01/2024 |
| Professional Building Systems, Inc. 401(k) Plan | Professional Building Systems, Inc. | 938 | $15.2M | 01/01/2024 |
| Walpole Outdoors Llc Retirement Savings Plan | Walpole Outdoors | 200 | $9.5M | 01/01/2024 |
| Medbridge, Inc. 401(k) Plan | Medbridge, Inc. | 125 | $8.3M | 01/01/2024 |
| Appalachian Wood Products, Inc. 401 K Profit Sharing Plan | Appalachian Wood Products, Inc. | 106 | $3.6M | 01/01/2024 |
| Aqua Chem, Inc. Retirement & Savings Plan | Aqua Chem, Inc. | 256 | $16.0M | 01/01/2024 |
| 401(k) Simplified | Advisortrust, Inc. | 543 | $18.9M | 01/01/2024 |
| Wittenbach Business Systems, Llc 401(k) Retirement Plan | Wittenbach Business Systems, Llc | 333 | $28.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗