Radnor Capital Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$855M

Discretionary

$855M

100% of AUM

Avg account

$1.9M

Accounts

450

Employees

8

Advisory reps

6

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

FINTRX

Overview

Radnor Capital Management, LLC is an independent, SEC‑registered investment adviser organized as an LLC and operating since 2012. The firm is owned by an individual and concentrates on fee-based portfolio management for individuals, small businesses and institutional clients. Its fee arrangements include a percentage of AUM and fixed fees. Radnor does not act as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 1

Lisa LaFond
Chief Compliance OfficerCRD 4575679

Contacts

3 of 5

James Gowen
Senior Portfolio ManagerCRD 7895275
John Gerhardt
Senior Portfolio ManagerCRD 5561509
Douglas Pyle
FounderCRD 1789404

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 38

Active vs passive

$39.2M in ETFs

Passive

97%

$38.2M

Active

0%

$1.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)	Invesco	Passive	Large Blend	$6.3M	29,510	16.01%

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Primary office

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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