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 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
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
1 of 1Lisa LaFond
Chief Compliance OfficerCRD 4575679
Contacts
3 of 5James Gowen
Senior Portfolio ManagerCRD 7895275
JOHN GERHARDT
Senior Portfolio ManagerCRD 5561509
DOUGLAS PYLE
FounderCRD 1789404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$34.2M in ETFs
98%
$33.5M
0%
$753K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $5.3M | 27,453 | 15.39% |
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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