# Green Drake Advisors LLC

> Green Drake Advisors LLC is a state-registered investment advisory firm in Bryn Mawr, PA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 156156
- Filed as: GREEN DRAKE ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bryn Mawr, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156156
- AdvisorCensus page: https://advisorcensus.com/firm/green-drake-advisors-llc-bryn-mawr-pa-156156

## Quick answers

**How is Green Drake Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Green Drake Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Green Drake Advisors LLC located?**
Green Drake Advisors LLC's principal office is in Bryn Mawr, PA, according to its Form ADV.

**Is Green Drake Advisors LLC registered with the SEC or a state?**
Green Drake Advisors LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156156.

**How much does Green Drake Advisors LLC manage?**
Green Drake Advisors LLC reports $8,410,796 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (95% discretionary).

**What types of clients does Green Drake Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (3).

**Does Green Drake Advisors LLC 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/156156

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,410,796
- Discretionary: $7,989,958
- Non-discretionary: $420,838

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,220,133 |
| High net worth individuals | 3 | $5,190,663 |

### 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2011 (15 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)
- greendrakeadvisors.com
- linkedin/IN/PAUL-SLOATE-83A1527

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Green Drake Advisors LLC (CRD 156156): Form ADV filing data as of October 2026.