# Stoneridge PMG Advisors, LLC > Stoneridge PMG Advisors, LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026. - CRD: 107662 - Filed as: STONERIDGE PMG ADVISORS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Radnor, PA - Filing period: October 2026 - Form ADV filing dated: August 5, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107662 - AdvisorCensus page: https://advisorcensus.com/firm/stoneridge-pmg-advisors-llc-radnor-pa-107662 ## Quick answers **How is Stoneridge PMG Advisors, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Stoneridge PMG Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Stoneridge PMG Advisors, LLC located?** Stoneridge PMG Advisors, LLC's principal office is in Radnor, PA, according to its Form ADV. **Is Stoneridge PMG Advisors, LLC registered with the SEC or a state?** Stoneridge PMG Advisors, LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107662. **How much does Stoneridge PMG Advisors, LLC manage?** Stoneridge PMG Advisors, LLC reports $774,158,914 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (33% discretionary). **How have Stoneridge PMG Advisors, LLC's assets and staff changed since 2021?** In the Form ADV data for Stoneridge PMG Advisors, LLC: Regulatory assets under management: $1,523,388,231 in the October 2021 data and $774,158,914 in the October 2026 data, down 49%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Stoneridge PMG Advisors, LLC serve?** By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (13); insurance companies (2); corporations or other businesses not listed above (2). **Which custodians does Stoneridge PMG Advisors, LLC use?** Stoneridge PMG Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Principal Bank, TD Bank USA, National Association and U.S. Bancorp as custodians holding 10% or more of its separately managed account assets. **Does Stoneridge PMG 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 SEC record: https://adviserinfo.sec.gov/firm/summary/107662 **What changed in Stoneridge PMG Advisors, LLC's recent Form ADV filings?** In the September 2026 filing data: Employees performing advisory functions went from 2 to 6. Regulatory assets under management went from $390,652,054 to $774,158,914 (+98%). Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - Principal Bank - TD Bank USA, National Association - U.S. Bancorp 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. ### Regulatory assets under management (Item 5.F) - Total: $774,158,914 - Discretionary: $259,200,979 - Non-discretionary: $514,957,935 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 0 | $0 | | High net worth individuals | 0 | $0 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 13 | $676,897,410 | | Other investment advisers | 0 | $0 | | Insurance companies | 2 | $80,236,055 | | Sovereign wealth funds and foreign official institutions | 0 | Not reported | | Corporations or other businesses not listed above | 2 | $4,735,421 | | Other | 1 | $12,290,028 | ### Advisory services (Item 5.G) - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 1996 (30 years) - Employees: 11 total, 6 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) - srpmga.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $1,523,388,231 | 12 | August 30, 2021 | | October 2022 | $1,397,838,039 | 11 | March 28, 2022 | | October 2023 | $1,025,732,957 | 12 | March 29, 2023 | | October 2024 | $981,726,460 | 8 | July 29, 2024 | | October 2025 | $403,678,541 | 8 | March 26, 2025 | | October 2026 | $774,158,914 | 11 | August 5, 2026 | Regulatory assets under management: $1,523,388,231 in the October 2021 data and $774,158,914 in the October 2026 data, down 49%. Total employees: 12 in October 2021 and 11 in October 2026. ## Changes in the filing (last 12 months) ### September 2026 - Employees performing advisory functions went from 2 to 6. - Regulatory assets under management went from $390,652,054 to $774,158,914 (+98%). - Updated its list of owners and control persons (Schedule A). ### April 2026 - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stoneridge PMG Advisors, LLC (CRD 107662): Form ADV filing data as of October 2026.