Radnor Capital Management, LLC (Wayne)

Name: Radnor Capital Management, LLC
Address: 38 West Avenue, Wayne, PA, 19087 4306
Telephone: (610) 674-0401

Radnor Capital Management, LLC is a large advisory firm based in Wayne. It manages $508.67 million of regulatory assets for 178 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and Pennsylvania.

Radnor Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Radnor Capital Management: assets under management

The assets under management (AUM) of Radnor Capital Management, LLC is $508.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 142% since the beginning of its operation, and $1 of the total AUM is attributable to clients outside of the United States.

The firm manages $508.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.86 million each.

Radnor Capital Management has custody of $269.89 million in cash and securities for 21 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 16% of the firm’s portfolio. Investments in state and local bonds form 16% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Radnor Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Radnor Capital Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Radnor Capital Management is high net worth individuals with 61 clients and $479.09 million of assets under management. Among the 8 most similar advisory firms, Radnor Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $486.59 million for 77 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Radnor Capital Management doesn't advise any private funds.

Careers at Radnor Capital Management, LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas H Pyle	Partner / managing memeber	1 Oct 2011	25% - 50%	1789404
Pierce Archer	Partner / managing member	1 Sep 2012	50% - 75%	722700
Andrea Funk	Chief compliance officer	1 Dec 2012	Other	2751839

Based in Wayne

The principal office where Radnor Capital Management, LLC performs its advisory services is located at 38 West Avenue, Wayne, PA 19087 4306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (610) 674-0401 or by fax (484) 427-5145. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at radnorcm.com.