Stoneridge Pmg Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated April 16, 2026, reports $391M in regulatory assets under management, 8 employees, and 12 accounts.
Assets Under Management
$391M
Employees
8
Offices
--
Total Clients
8
Primary office
RADNOR, PA
201 KING OF PRUSSIA ROAD, SUITE 200, RADNOR, PA, United States
Top client segmentGovernment represent 50.0% of total clients.
Top client categories% of clientsClients
1
Government
50.0%
4
2
Corporations
25.0%
2
3
Insurance Cos.
12.5%
1
4
ENDOWMENTS/FOUNDATIONS
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of April 16, 2026
Discretionary24.0%
$94M
24% of total RAUM24.0%
Non-discretionary76.0%
$297M
76% of total RAUM76.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts12
10Y AUM Change$-1.3B (-77.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change-1 (-11.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.