Traynor Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Malvern, PA. Its latest Form ADV filing, dated April 8, 2026, reports $2.4B in regulatory assets under management, 12 employees, and 1,660 accounts.
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
1,180
2
HNWI
25.8%
410
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of April 8, 2026
Discretionary77.3%
$1.9B
77% of total RAUM77.3%
Non-discretionary22.7%
$551M
23% of total RAUM22.7%
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.
Latest AUM$2.4B
Total Accounts1,660
10Y AUM Change+$2.2B (+868.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee133:1
10Y Employee Change+6 (+100.0%)
* 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.