NewSquare Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,322,881,524
Clients
2,105
Advisors
5
of 21 employees
About
NewSquare Capital provides discretionary portfolio management, financial planning and sub-advisory/separate-account services to a mix of individual and institutional clients, including high-net-worth individuals, corporate pension and profit-sharing plans, Taft‑Hartley plans, trusts, foundations and endowments. The firm delivers its services primarily through a wrap-fee program and co‑advisory arrangements with MML Investor Services, and also accepts direct advisory engagements and retirement-plan mandates where it may act as an ERISA fiduciary.
Investment management centers on diversified, strategic asset-allocation portfolios implemented mainly with exchange-traded funds, individual equities and fixed income, with portfolio construction and rebalancing driven by macro and relative-strength analysis. NewSquare uses sub-advisors (notably First Trust and Schwab Asset Management) for options overlay and direct-indexing capabilities, and offers tax-aware tools such as direct indexing and covered-call and long-put option strategies as part of its toolkit.
Compared with many peer teams, NewSquare operates at scale for its size: the firm manages roughly $1.93 billion in client assets across about 2,066 client relationships with six advisors (implying notably high AUM and client counts per advisor). It also routinely serves other investment advisers as a sub‑adviser, sponsors a wrap-fee program, and maintains formal co‑advisory and custodial arrangements that distinguish its business model from typical boutique team advisers.
Client services
Expertise
Fee options
$0 - $2,499,999: First Trust Custom Options 0.65% $2,500,000 - $4,999,999: First Trust Custom Options 0.60% $5,000,000 - $9,999,999: First Trust Custom Options 0.55% $10,000,000+: First Trust Custom Options 0.50% $0 - $2,499,999: First Trust Direct Indexing 0.30% $2,500,000 - $4,999,999: First Trust Direct Indexing 0.25% $5,000,000 - $9,999,999: First Trust Direct Indexing 0.20% $10,000,000+: First Trust Direct Indexing 0.15%
Account minimum: $5,000
Main office
16 Campus Boulevard, Suite 100
Newtown Square PA 19073-3229
Advisors at this office
5
Most active in
Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Cfg Asset Management LLC · Newsquare Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy C
Series 63, Series 65
Newtown Square, PA
NewSquare Capital, LLC
Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Efficient Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Brinker Capital Inc. He is also involved in cross-marketing strategic relationships sourced via Efficient referrals. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of retirement plans. The firm emphasizes diversified, strategic asset allocation implemented primarily through ETFs, equities, and fixed income, and employs tax-aware and options strategies alongside sub-advisory capabilities.
Lee G
CFA®, Series 65
Newtown Square, PA
NewSquare Capital, LLC
Lee Grout is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at NewSquare Capital since 2019 and previously was employed at Chartwell Partners and Killen Group Inc. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and endowments. The firm emphasizes diversified, strategic asset allocation using ETFs, individual equities, and fixed income, supported by macro and relative-strength analysis and utilizes sub-advisors for specialized investment strategies.
Tyler P
Series 65
Newtown Square, PA
NewSquare Capital, LLC
Tyler Pugliese is a financial advisor at NewSquare Capital, LLC with a Series 65 designation and several years of industry experience, including roles at Creative Financial Group and West Chester University. He has been associated with NewSquare Capital since 2019. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients. The firm employs diversified, strategic asset allocation and partners with sub-advisors for specialized investment strategies while managing approximately $1.93 billion in client assets.
Robert K
Series 63, Series 65
Newtown Square, PA
NewSquare Capital, LLC
Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.
Miguel B
Series 63, Series 65
Newtown Square, PA
NewSquare Capital, LLC
Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.
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