Radnor Capital Management, LLC
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
FINTRXOverview
Radnor Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2012) and focuses on portfolio management for individual and family clients as well as for small businesses and other institutions. Its compensation model combines a percentage-of-AUM fee with the option for fixed fees. Radnor is not an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$39.8M in ETFs
94%
$37.6M
2%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $5.7M | 27,310 | 14.26% |
Location
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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