Data / Investment advisers / Pennsylvania / Drexel Morgan & Co.
Drexel Morgan & Co., Radnor, PA: $607 million AUM, SEC registered investment adviser
Drexel Morgan & Co. is an SEC registered investment adviser with its main office in Radnor, Pennsylvania and reports $607 million in regulatory assets under management in its Form ADV filed August 6, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 151053
- SEC file number
- 801-70432
- SEC status
- Approved, effective July 23, 2009
- Main office
- Three Radnor Corporate Center Suite 450, Radnor, PA 19087
- Phone
- (484) 254-4306
- Website
- drexelmorgan.com
- Regulatory AUM
- $607,000,000 in the Form ADV filed August 6, 2026
- Discretionary AUM
- $607,000,000
- Accounts
- 22
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $607 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $607 million | March 16, 2026 |
| December 1, 2025 | $469 million | March 27, 2025 |
Other advisers in Radnor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tiff Investment Management | Radnor | $2.46 billion | 1 | adviserinfo.sec.gov |
| Patriot Financial Manager, L.P. | Radnor | $1.13 billion | 5 | adviserinfo.sec.gov |
| Clearview Financial Partners | Radnor | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Stoneridge PMG Advisors, LLC | Radnor | $774.2 million | Not listed | adviserinfo.sec.gov |
| Presilium Private Wealth, LLC | Radnor | $671.7 million | Not listed | adviserinfo.sec.gov |
| TGS Financial Advisors | Radnor | $426 million | Not listed | adviserinfo.sec.gov |
| Haverford Financial Services, Inc. | Radnor | $366.4 million | Not listed | adviserinfo.sec.gov |
| Cresap, Inc. | Radnor | $339 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Radnor, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Drexel Morgan & Co. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.