|
⚲
|
| Keyboard |
| Bryn Mawr Trust Advisors LLC
✚
|
|
|---|---|
| CRD # | 285359 |
| SEC # | 801-108434 |
| CIK # | 0001700481 |
| AUM | 3,513.8 M (2026-04-22) |
| Employees | 87 (63% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-731-1820 |
| Address | 1818 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 736 | 0.2 |
| (b) Individuals (high net worth individuals) | 599 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 28 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,849 | 3.5 |
| By Discretionary | ||
| Discretionary | 3,815 | 3.5 |
| Non-Discretionary | 34 | 0.0 |
| Total | 3,849 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 3,849 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001700481] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 334 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Steele Capital Management Inc
✚
|
IA | 3,547.3 M |
|
Visionary Wealth Advisors LLC
✚
|
MO | 3,536.3 M |
|
Equity Investment Corporation
✚
|
GA | 3,509.6 M |
|
Valley Forge Investment Consultants Inc
✚
|
PA | 3,492.2 M |
|
Advisor Resource Council
✚
|
TX | 3,486.5 M |
|
Kathmere Capital Management LLC
✚
|
PA | 3,478.2 M |
|
DoubleLine Alternatives LP
✚
|
FL | 3,473.8 M |
|
Biltmore Family Office LLC
✚
|
NC | 3,467.1 M |
|
Carret Asset Management LLC
✚
|
NY | 3,459.8 M |
|
Tandem Investment Advisors Inc
✚
|
SC | 3,450.9 M |