Radnor Capital Management, LLC logo

Radnor Capital Management, LLC

Updated today

Client AUM

$846,541,603

Clients

192

Advisors

5

of 8 employees

About

Radnor Capital Management is a registered investment adviser that serves individual and high‑net‑worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm manages approximately $855 million in discretionary assets and provides customized portfolio management alongside a structured Small‑Midcap equity product.

RCM employs a bottom‑up, fundamental investment process that emphasizes individual securities over broad use of mutual funds or ETFs, a preference for higher‑quality balance sheets, and relatively concentrated equity holdings (roughly 50 positions). For high‑net‑worth clients the firm constructs customized equity and fixed‑income mixes with attention to dividends, tax and cost considerations, while the Small‑Midcap strategy is core‑style, contrarian, and benchmark‑agnostic.

Compared with many peers, RCM blends a bespoke HNW advisory practice with a distinct Small‑Midcap product and will at clients’ request consider cryptocurrency exposure through exchange‑traded vehicles or private funds. The firm also occasionally serves as a sub‑advisor to other programs and emphasizes concentrated, independent security selection that can produce periods of divergence from market benchmarks.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing

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Fee options

Fixed

Fixed fees may apply under certain circumstances; specific amounts not stated.

Percentage

$0+: 0.20% +: 1.00%

Main office

38 West Avenue

Wayne PA 19087-4306

Advisors at this office

5

Most active in

Arizona · California · Colorado · Maine · Maryland · New Hampshire · New Jersey · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Pierce A

Series 63, Series 65

Wayne, PA

Radnor Capital Management, LLC

Pierce Archer is a financial advisor with Radnor Capital Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Radnor Capital Management since 2012. In addition to his advisory role, he serves as trustee for 12 individual separate trust accounts, managing and administering these trusts independently of Radnor Capital. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, and institutions with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and offers a bespoke advisory practice alongside a distinctive Small-Midcap equity strategy.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
user avatar

Jennifer B

CFA®, Series 63, Series 65

Wayne, PA

Radnor Capital Management, LLC

Jennifer Byrne is a CFA® charterholder with 10 years of industry experience. She has worked at Radnor Capital Management, LLC since 2015. Jennifer holds the Series 63 and Series 65 licenses. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and manages customized high-net-worth portfolios as well as a structured Small-Midcap equity product.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
user avatar

John G

CFA®, Series 65

Wayne, PA

Radnor Capital Management, LLC

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
user avatar

Douglas P

Series 65

Wayne, PA

Radnor Capital Management, LLC

Douglas Pyle is a Series 65-licensed advisor with Radnor Capital Management, LLC, where he has worked since 2012, totaling 13 years in the industry. He serves as co-trustee for two investment-related trusts. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm offers customized high-net-worth portfolios and a structured Small-Midcap equity product, focusing on bottom-up, fundamental security analysis and concentrated equity holdings.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
user avatar

James G

CFA®

Wayne, PA

Radnor Capital Management, LLC

James Gowen II is a CFA® charterholder with over 11 years of experience in the investment industry. He is currently with Radnor Capital Management, LLC and has previously worked at Spouting Rock Asset Management and Kalmar Investments. Gowen serves as a compensated trustee for families and as a trustee for the Diomedes Foundation trust managed by Radnor Capital; he also participates on the investment committee of the HMS School, a local nonprofit in Philadelphia. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and typically constructs concentrated equity portfolios with a contrarian, core style approach.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
View complete list of advisors at this firm
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