Ryan Kirk
Newsquare Capital · Newtown Square, Pennsylvania
Ryan Kirk 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 5687229 |
| Exams passed | Series 66 (2009) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.newsquarecapital.com |
How Ryan'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 Ryan
Is Ryan Kirk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Newsquare Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Kirk based?
Ryan Kirk is based in Newtown Square, Pennsylvania.
What credentials does Ryan Kirk hold?
Ryan Kirk holds the CFA credential.
Is Ryan Kirk registered with the SEC?
Yes. Ryan Kirk is registered as an investment adviser representative in PA (CRD 5687229), 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 Ryan Kirk?
Through Ryan'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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