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
Website
radnorcm.com
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 an independent registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm is owner-operated and serves individual and family clients, providing portfolio management for both private individuals/small businesses and for business or institutional clients. Fee arrangements include a percentage-of-AUM schedule and fixed-fee engagements. Radnor does not describe itself as a capital allocator, is not positioned as an ESG investor, and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Lisa LaFond

    Chief Compliance OfficerCRD 4575679

Contacts

3 of 5
  • Jennifer Byrne

    Jennifer Byrne

    Managing Director & Portfolio ManagerCRD 705193

  • Pierce Archer

    Pierce Archer

    Founder & Portfolio ManagerCRD 722700

  • Douglas Pyle

    Douglas Pyle

    FounderCRD 1789404

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$39.2M in ETFs

Passive

97%

$38.2M

Active

0%

$1.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$6.3M29,51016.01%
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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