CRD: 152430
Newsquare Capital, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-11-2010
- Office Locations
- 1
Office Locations
About Newsquare Capital, LLC
NewSquare Capital is a Pennsylvania-based investment manager serving retail and institutional clients. It delivers disciplined, long-term investment solutions through a suite of strategies and publishes data-driven insights for investors. Public profile data suggests an ETF-oriented approach with meaningful fixed-income exposure—relevant for distribution teams looking for research-led portfolio management partners.
Reported data analysis
What the numbers show
Between March 28, 2025 and February 6, 2026, reported AUM increased 23.9%, from $1.9B to $2.4B.
Across 5 reported observations, AUM increased 100.6% between December 7, 2022 and February 6, 2026, from $1.2B to $2.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 2,281 clients, or 380.2 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Newsquare Capital, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Newsquare Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH VINCENT NASELLI SR
--
- CRD
- #344988
- Ownership
- 50% but less than 75%
CHRISTY LYNN HART
Advisor, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
MIGUEL L BIAMON
Financial Advisor, General Partner
- CRD
- #3129143
TIMOTHY ANDREW CHISHOLM
Financial Advisor, General Partner
- CRD
- #2871455
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,392,742,156 | $574,074 |
| Non-Discretionary | $0 | -- |
| Total | $2,392,742,156 | $574,074 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Newsquare Capital, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Newsquare Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.