NewSquare Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, insurance, and philanthropic planning.
NewSquare Capital reports 2,196 clients. They include 1,900 individual clients, 205 high-net-worth individuals, and 40 pension and profit-sharing plans. Of its assets, 100.0% ($2.39B across 4,168 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $2.39B. It advised 85 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 38% |
| High-net-worth individuals | 9% | 59% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | <1% | <1% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,900 | $911M | 38.1% | $480K |
| High-net-worth individuals | 205 | $1.41B | 59.0% | $6.89M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 40 | $37.1M | 1.5% | $927K |
| Charitable organizations | 21 | $10.1M | 0.4% | $483K |
| State or municipal 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 funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 30 | $22.6M | 0.9% | $755K |
| Total | 2,196 | $2.39B | 100% | — |
- Clients
- 1,900
- Regulatory AUM
- $911M
- AUM share
- 38.1%
- Avg. per client
- $480K
- Clients
- 205
- Regulatory AUM
- $1.41B
- AUM share
- 59.0%
- Avg. per client
- $6.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 40
- Regulatory AUM
- $37.1M
- AUM share
- 1.5%
- Avg. per client
- $927K
- Clients
- 21
- Regulatory AUM
- $10.1M
- AUM share
- 0.4%
- Avg. per client
- $483K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 30
- Regulatory AUM
- $22.6M
- AUM share
- 0.9%
- Avg. per client
- $755K
Total
- Clients
- 2,196
- Regulatory AUM
- $2.39B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 85
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
NewSquare Capital charges up to 1.75% for its Wrap Fee Program. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Fee details and sources
Joseph Naselli owns 50% to 75% of NewSquare Capital. Joseph Rizzello is CEO; the leadership team includes President Ryan Kirk and Chief Compliance Officer Matthew Wilson. It has 21 employees, 6 of them in advisory roles.
Leadership
- Joseph RizzelloChief Executive Officer
- Ryan KirkPresident / Head of Portfolio Management
- Matthew WilsonChief Compliance Officer
- Christy HartDirector of Operations
- Joseph NaselliMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Miguel L Biamon
- Timothy Andrew Chisholm
- Lee Scott Grout
- Ryan L Kirk
- Robert Kenneth Kuberski Jr.
- Tyler Andrew Pugliese
Staff
- 21 employees
- 6 in advisory functions
- 5 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- 5 soliciting firms
- Owns 50% to 75% of Newsquare Capital, LLC
Joseph Naselli
Control person · since January 2016
- Owns 50% to 75% of Newsquare Capital, LLC
The Eleanor Mae Daniels Trust
Control person · since January 2016
- Owns 25% to 50% of The Eleanor Mae Daniels Trust
Jesse Daniels
Control person · since November 2015
- Owns 25% to 50% of The Eleanor Mae Daniels Trust
Gary Daniels
Control person · since November 2015
- Owns 25% to 50% of The Eleanor Mae Daniels Trust
Claire Daniels
Control person · since December 2016
NewSquare Capital’s regulatory assets grew 2.6× from $920M (March 2021) to $2.39B (February 2026); clients rose from 1,519 to 2,196 and employees from 15 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $2.39B | 2,196 | 21 | 1 |
| March 2025 | $1.93B | 2,163 | 21 | 1 |
| March 2024 | $1.56B | 2,041 | 17 | 1 |
| August 2023 | $1.19B | 1,830 | 16 | 1 |
| March 2022 | $1.19B | 1,660 | 16 | 1 |
| March 2021 | $920M | 1,519 | 15 | 1 |
Besides its headquarters, NewSquare Capital has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 16 Campus Boulevard, Suite 100, Newtown SquareHQ
Contact and registration details
- Legal name
- Newsquare Capital, LLC
- Headquarters
- 16 Campus Boulevard, Suite 100, Newtown Square, PA 19073-3229
- Website
- newsquarecapital.com
- Phone
- 610-325-6117
- @newsquare-capital
- SEC file
- 801-70908
- Founded
- 2010
- Structure
- Delaware LLC
- Fiscal year end
- December
NewSquare Capital has custody of $888M in client assets for 1,186 clients.
At year end, NewSquare Capital’s separately managed accounts were mostly in stocks (63%) and bonds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.35B across 236 positions; the largest are Vanguard Index Fds (10.4%), Vanguard Intl Equity Index F (5.7%) and Schwab Strategic TR (5.3%).
What the accounts hold
- Stocks63%
- Bonds31%
- U.S. government and agency bonds14%
- State and local bonds10%
- Investment grade corporate bonds7%
- Cash6%
Reported 13F holdings
- $1.35B
- Reported 13F value
- 236
- Positions
- 35.9%
- In the 10 largest
- +17.3%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt10.4%
- Vanguard Intl Equity Index F · Allwrld EX US5.7%
- Schwab Strategic TR · US Lrg Cap ETF5.3%
- iShares TR · Core S&P Mcp ETF2.9%
- Vanguard BD Index Fds · Total Bnd Mrkt2.5%
- iShares TR · Ishs 1-5yr Invs2.4%
- Select Sector SPDR TR · ST Str Techn ETF2.2%
- Select Sector SPDR TR · ST Str Indl ETF1.8%
- Invesco Exchange Traded FD T · Dors Wri Mom ETF1.4%
- State Str SPDR S&P 500 ETF T · TR Unit1.3%
Together, the ten largest are 35.9% of reported value.
How many clients does NewSquare Capital have?
NewSquare Capital has 2,196 clients and manages $2.39 billion for them, as of February 2026. They include 1,900 individual clients, 205 high-net-worth individuals, and 40 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026
What services does NewSquare Capital offer?
NewSquare Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does NewSquare Capital charge?
NewSquare Capital charges up to 1.75% for its Wrap Fee Program. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
How many financial advisors does NewSquare Capital have?
NewSquare Capital has 5 investment adviser representatives registered with state securities authorities, out of 21 employees, and 6 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NewSquare Capital invest in?
At the end of its last fiscal year, NewSquare Capital’s separately managed accounts held 63% exchange-traded equities, 14% U.S. government and agency bonds, 10% state and local bonds, 7% investment grade corporate bonds and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NewSquare Capital?
NewSquare Capital is owned through a trust by Jesse and Gary and Claire Daniels. Its direct owners are Joseph Naselli (50% to 75%) and the Eleanor Mae Daniels Trust (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does NewSquare Capital get paid?
NewSquare Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is NewSquare Capital registered with the SEC?
Yes, NewSquare Capital has been registered with the SEC as an investment adviser since 11 January 2010. Its CRD number is 152430 and its SEC file number is 801-70908.
Source: Form ADV Part 1A, Item 1, filed 6 February 2026; IAPD firm record
How do I contact NewSquare Capital?
NewSquare Capital’s main office is at 16 Campus Boulevard, Suite 100, Newtown Square, PA 19073-3229. Its phone number is 610-325-6117. Its website is newsquarecapital.com.