Lee Grout
Newsquare Capital · Newtown Square, Pennsylvania
Lee Grout is a fee-only financial advisor at Newsquare Capital in Newtown Square, Pennsylvania, who holds the CFA credential. Newsquare Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Newsquare Capital |
|---|---|
| Based in | Newtown Square, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 4,168 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2574387 |
| Exams passed | Series 65 (1995) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.newsquarecapital.com |
| Profile |
How Lee's firm compares
- Newsquare Capital's average account is about $574,000, from its Form ADV (assets managed divided by 4,168 accounts).
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Questions about Lee
Is Lee Grout a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Newsquare Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lee charge for financial advice?
Lee's firm, Newsquare Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lee Grout based?
Lee Grout is based in Newtown Square, Pennsylvania.
What credentials does Lee Grout hold?
Lee Grout holds the CFA credential.
Is Lee Grout registered with the SEC?
Yes. Lee Grout is registered as an investment adviser representative in PA (CRD 2574387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newsquare Capital manage?
Newsquare Capital reports $2.39B across 4,168 accounts in assets under management.
How do I contact Lee Grout?
Through Lee's website, www.newsquarecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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