Newsquare Capital, LLC

Overview

Newsquare Capital, LLC is an independent registered investment adviser that began its SEC registration in 2010. The firm serves both individual and institutional clients and offers a mix of financial planning and portfolio management services across household and business accounts. Fee arrangements include both advisory fees tied to assets under management and fixed-fee engagements. Their advisory scope, as reported, includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Newsquare identifies equities—particularly exchange-traded instruments—as its primary investment orientation and does not position itself as a capital allocator. The firm does not list itself as an active ESG investor and operates from a single office.

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Public Holdings

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Location & Offices