AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Radnor Capital Management, LLC
Radnor Capital Management, LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Radnor Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Radnor Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Radnor Capital Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 16, 2026 states: Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Radnor Capital Management, LLC located?
Radnor Capital Management, LLC's principal office is in Wayne, PA, according to its Form ADV.
Is Radnor Capital Management, LLC registered with the SEC or a state?
Radnor Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159559.
How much does Radnor Capital Management, LLC manage?
Radnor Capital Management, LLC reports $854,821,698 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).
How have Radnor Capital Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Radnor Capital Management, LLC: Regulatory assets under management: $581,408,338 in the October 2021 data and $854,821,698 in the October 2026 data, up 47%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Radnor Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (80).
Which custodians does Radnor Capital Management, LLC use?
Radnor Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bryn Mawr TRUST/WSFS, Charles Schwab & Co., Inc. and PNC Wealth Management LLC as custodians holding 10% or more of its separately managed account assets.
Does Radnor Capital Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159559
Does Radnor Capital Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 16, 2026 says: "RCM does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment advisory relationship."
What changed in Radnor Capital Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.2% to 1% a year (a range, as the brochure states it)
The brochure's wording
The Firm’s fees range from 0. 20%-1.00% of assets under management, based on the gross value of the assets as of the last day of the previous quarter.
Account minimum: None
The brochure's wording
RCM does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$854,821,698 as of October 2026, filing dated September 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (13 years)
- Employees
- Total: 8. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $854,821,698 | 8 | September 17, 2026 |
| October 2025 | $786,645,888 | 8 | June 2, 2025 |
| October 2024 | $709,312,648 | 7 | March 25, 2024 |
| October 2023 | $577,153,077 | 7 | September 21, 2023 |
| October 2022 | $603,327,786 | 8 | September 22, 2022 |
| October 2021 | $581,408,338 | 8 | March 30, 2021 |
Regulatory assets under management: $581,408,338 in the October 2021 data and $854,821,698 in the October 2026 data, up 47%.
Total employees: 8 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Registered or notice-filed in ME.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Radnor Capital Management, LLC (CRD 159559): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559