# Bryn Mawr Investments

> Bryn Mawr Investments is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 290325
- Filed as: BRYN MAWR INVESTMENTS
- Legal name: Bryn Mawr Investment Company
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290325
- AdvisorCensus page: https://advisorcensus.com/firm/bryn-mawr-investments-290325

## Quick answers

**How is Bryn Mawr Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Bryn Mawr Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bryn Mawr Investments registered with the SEC or a state?**
Bryn Mawr Investments is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 290325.

**How much does Bryn Mawr Investments manage?**
Bryn Mawr Investments reports $10,000 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Bryn Mawr Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does Bryn Mawr Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290325

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $10,000
- Discretionary: $10,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $10,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @bryn-mawr-investment-company

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bryn Mawr Investments (CRD 290325): Form ADV filing data as of October 2026.