# Timothy Chisholm

> Timothy Chisholm is a fee-only financial advisor at Newsquare Capital in Newtown Square, Pennsylvania. Newsquare Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/timothy-chisholm/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Newsquare Capital
- **Based in:** Newtown Square, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.39B across 4,168 accounts
- **CRD:** 2871455 (https://adviserinfo.sec.gov/individual/summary/2871455)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1998), Series 65 (2005)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.newsquarecapital.com

## Frequently asked questions

### Is Timothy Chisholm a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?

Timothy's firm, Newsquare Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Timothy Chisholm based?

Timothy Chisholm is based in Newtown Square, Pennsylvania.

### Is Timothy Chisholm registered with the SEC?

Yes. Timothy Chisholm is registered as an investment adviser representative in PA (CRD 2871455), 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 Timothy Chisholm?

Through Timothy's website, www.newsquarecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2871455): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.