# NEWSQUARE CAPITAL, LLC

NEWSQUARE CAPITAL, LLC of NEWTOWN SQUARE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 152430
- Type: SEC-registered investment adviser
- SEC file number: 801-70908
- Location: 16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA, 19073-3229
- Phone: 610-325-6117
- Latest filing: 2026-02-06
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 21
- Accounts: 4,168

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Garry Wilson | CHIEF COMPLIANCE OFFICER | — |
| Joseph Vincent Naselli | MEMBER | — |
| Jesse Hart Daniels | TRUSTEE | — |
| Gary Earl Daniels | TRUSTEE | — |
| Christy Lynn Hart | DIRECTOR OF OPERATIONS | — |
| Joseph Samuel Rizzello | CHIEF EXECUTIVE OFFICER | — |
| Ryan L Kirk | PRESIDENT / HEAD OF PORTFOLIO MANAGEMENT | — |
| Claire Daniels | TRUSTEE | — |
| KIRK THOMAS L | PRESIDENT / HEAD OF PORTFOLIO MANAGEMENT; SENIOR PORTFOLIO MANAGER | — |
| MEEHAN JAMES JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| UNGER JAMES HAROLD | PRESIDENT | — |
| MECK WILLIAM RICHARD | CHIEF COMPLIANCE OFFICER | — |
| HAGENBERG ROBERT JOSEPH | CHIEF OPERATING OFFICER | — |
| NASELLI JOSEPH VINCENT | MEMBER | — |
| DANIELS GARY EARL | MEMBER; TRUSTEE | — |
| WILSON MATTHEW GARRY | CHIEF COMPLIANCE OFFICER | — |
| DANIELS JESSE HART | TRUSTEE | — |
| HART CHRISTY LYNN | DIRECTOR OF OPERATIONS | — |
| RIZZELLO JOSEPH SAMUEL | CHAIRMAN; CHIEF EXECUTIVE OFFICER | — |
| Daniels Claire | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152430/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152430/similar
- Related entities: https://search.stillhousedata.com/firm/152430/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152430

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.