|
⚲
|
| Radnor Capital Management LLC
✚
|
|
|---|---|
| CRD # | 159559 |
| SEC # | 801-77308 |
| CIK # | 0001696867 |
| AUM | $577.2 MM (2023-03-15) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 610-674-0400 |
| Address | 38 West Avenue Wayne, PA 19087-4306 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MRK | 232,371.9 | 0.1 | |
| XOM | 385,508.3 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| IBM | 127,593.9 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| EMR | 48,422.9 | 0.0 | |
| ACN | 179,517.0 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| MMM | 74,165.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 96.4 |
| (b) Individuals (high net worth individuals) | 104 | 477.3 |
| (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 | 3.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 577.2 |
| By Discretionary | ||
| Discretionary | 335 | 577.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 335 | 577.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 571.5 | |
| Total | 335 | 577.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001696867] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.6 |
|
Fuller Wealth Management LLC
✚
|
TX | 0.6 |
|
Statheros Financial Solutions Inc
✚
|
CA | 0.6 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.6 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.6 |
|
TSFG LLC
✚
|
IL | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |
|
Veracity Capital LLC
✚
|
GA | 0.6 |
|
Strata Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 0.6 |