Drexel Morgan & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 16, 2026, reports $607M in regulatory assets under management, 4 employees, and 22 accounts.
Assets Under Management
$607M
Employees
4
Offices
--
Total Clients
12
Primary office
RADNOR, PA
THREE RADNOR CORPORATE CENTER, SUITE 450, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$607Mas of March 16, 2026
Discretionary100.0%
$607M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$607M
Total Accounts22
10Y AUM Change+$570M (+1535.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee3:1
10Y Employee Change0 (0.0%)
* 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.