Radnor Capital Management LLC

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Radnor Capital Management LLC
CRD #159559
SEC #801-77308
CIK #0001696867
AUM $577.2 MM (2023-03-15)
Employees 7 (71% Investors, 0% Brokers)
Phone610-674-0400
Address38 West Avenue
Wayne, PA 19087-4306
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
70056042028014002010201420192024
CIK Period
0001696867
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Merck & Co Inc 232,371.9 0.1
Exxon Mobil Corp 385,508.3 0.0
Apple Inc 2,382,844.0 0.0
International Business Machines Corp 127,593.9 0.0
Microsoft Corp 1,918,222.4 0.0
J P Morgan Chase & Co 340,169.2 0.0
Emerson Electric Co 48,422.9 0.0
Accenture PLC 179,517.0 0.0
Johnson & Johnson 465,600.2 0.0
3M Co 74,165.4 0.0
Comcast Corp 175,303.0 0.0
Procter & Gamble Co 338,108.9 0.0
Chevron Corp 294,604.1 0.0
Ace Ltd 82,373.7 0.0
Wal Mart Stores Inc 335,434.5 0.0
Cisco Systems Inc 178,309.9 0.0
Bristol Myers Squibb Co 167,557.4 0.0
Northrop Grumman Corp /DE/ 72,230.4 0.0
Walt Disney Co 174,716.7 0.0
United Parcel Service Inc 157,208.0 0.0
Verizon Communications Inc 211,914.0 0.0
Enbridge Inc 86,202.3 0.0
Qualcomm Inc/DE 147,392.0 0.0
Williams Sonoma Inc 8,142.2 0.0
Waste Management Inc 61,816.0 0.0
Hewlett Packard Enterprise Co 17,865.8 0.0
Dow Inc 38,247.2 0.0
General Electric Co 72,511.8 0.0
Aqua America Inc 11,942.4 0.0
Corteva Inc 39,275.2 0.0
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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
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