|
⚲
|
| Radnor Capital Management LLC
✚
| |
|---|---|
| CRD # | 159559 |
| SEC # | 801-77308 |
| CIK # | 0001696867, 0000159559 |
| AUM | $709.3 MM (2024-03-25) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 610-674-0400 |
| Address | 38 West Avenue Wayne, PA 19087-4306 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MRK | 232,371.9 | 0.1 | |
| XOM | 385,508.3 | 0.0 | |
| AZO | 41,417.6 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| AXP | 107,077.6 | 0.0 | |
| ORLY | 41,441.2 | 0.0 | |
| AFL | 36,008.8 | 0.0 | |
| ACN | 179,517.0 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 353.3 |
| (b) Individuals (high net worth individuals) | 13 | 343.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.0 |
| (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 | 0 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 709.3 |
| By Discretionary | ||
| Discretionary | 405 | 709.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 405 | 709.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 707.9 | |
| Total | 405 | 709.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001696867] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bass and Bell Inc
✚
|
AR | 0.7 |
|
IBEX Wealth Advisors LLC
✚
|
NJ | 0.7 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.7 |
|
Imprint Wealth LLC
✚
|
SC | 0.7 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.7 |
|
Fuller Wealth Management LLC
✚
|
TX | 0.7 |
|
NWK Group Inc
✚
|
CA | 0.7 |
|
McGuire Investment Group LLC
✚
|
RI | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Atyant Capital Management Limited
✚
|
0.7 |