RADNOR CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$855M
Discretionary
$855M
100% of AUM
Avg account
$1.9M
Accounts
450
Employees
8
Advisory reps
6

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
159559
Registered since
December 7, 2012
Custodians
CHARLES SCHWAB & CO., INC., PNC WEALTH MANAGEMENT LLC, BRYN MAWR TRUST/WSFS
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87.34%
  • Individuals11.7%
  • Charitable Organizations0.51%
  • Corporations / Businesses0.46%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Radnor Capital Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2012. The firm serves individuals and families and bills clients using either a percentage-of-assets or fixed-fee arrangements. Its stated advisory activities center on portfolio management for individuals, small businesses and for business or institutional clients. Regulatory disclosures indicate the adviser is not an active ESG investor, is not positioned as a capital allocator or pension consultant, and is owned by an individual principal. Regulatory filings and asset disclosures show a clear tilt toward equity management as the primary client proposition. The firm is not a multi-state adviser and does not report affiliated or related adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 7%, State & Local Bonds 6%, US Government Bonds 2%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents7%
  • State & Local Bonds6%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Lisa LaFond

    Chief Compliance OfficerCRD 4575679

Contacts

3 of 5
  • James Gowen

    Senior Portfolio ManagerCRD 7895275

  • JOHN GERHARDT

    Senior Portfolio ManagerCRD 5561509

  • DOUGLAS PYLE

    FounderCRD 1789404

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 37

Active vs passive

$34.2M in ETFs

Passive

98%

$33.5M

Active

0%

$753K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$5.3M27,45315.39%

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
38 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth