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CRD 130007
RADNOR, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| HENRY BELIN SMITH | n/a | RADNOR, PA | 19 | 35 | 1 | no |
| BINNEY HOLDEN CONNELL WIETLISBACH | n/a | RADNOR, PA | 19 | 34 | 1 | no |
| JOSEPH JAMES MCLAUGHLIN | n/a | RADNOR, PA | 19 | 34 | 1 | no |
| DAVID BRUNE | n/a | RADNOR, PA | 19 | 22 | 1 | no |
| GEORGE WASHINGTON CONNELL | n/a | RADNOR, PA | 19 | 43 | 2 | no |
| JOHN MICHAEL DERDERIAN | n/a | RADNOR, PA | 19 | 33 | n/a | no |
| JOHN HANNUM DONALDSON | Chartered Financial Analyst | RADNOR, PA | 18 | 45 | 2 | no |
| TIMOTHY ANDREW HOYLE | Chartered Financial Analyst | RADNOR, PA | 16 | 24 | 1 | no |
| SETH D HORWITZ | n/a | RADNOR, PA | 15 | 24 | n/a | no |
| LYDIA CHRISTINE HOLIAT | n/a | RADNOR, PA | 15 | 17 | n/a | no |
| KIMBERLY S. SOUTHMAYD | n/a | RADNOR, PA | 11 | 20 | n/a | no |
| CHRISTINE ELIZABETH WALKER | Certified Financial Planner | RADNOR, PA | 10 | 30 | 4 | no |
| THOMAS KEITH EBY | n/a | RADNOR, PA | 9 | 33 | n/a | no |
| Daniel Patrick Geraghty | Certified Financial Planner | RADNOR, PA | 4 | 16 | 1 | no |
| Jason Ryan Salmon | Certified Financial Planner | RADNOR, PA | 1 | 16 | 5 | no |
| DAVID THOMAS MONIZ | Certified Financial Planner|Chartered Financial Analyst | RADNOR, PA | 1 | 19 | n/a | no |
| JEREMY ALEXANDER LEVIN | Chartered Financial Consultant | RADNOR, PA | 0 | 14 | n/a | no |
| John Nikolas D'Anna | Certified Financial Planner | RADNOR, PA | 0 | 16 | 1 | no |
| MARTINA Ann PFEUFFER | Certified Financial Planner | RADNOR, PA | 0 | 16 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CONTINUUM PARTNERS, L.P. | Other Private Fund | $47.1M | Apr 19, 2023 | 28 | Aug 14, 2017 | reported | 021-291436 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Aleardi, Keith | PRESIDENT & DIRECTOR | Na | yes | 02/2023 | Mar 8, 2023 | Mar 26, 2024 |
| CONNELL, GEORGE, WASHINGTON | Owner | E | yes | 01/2007 | Mar 28, 2012 | Mar 26, 2024 |
| CONNELL, GEORGE, WASHINGTON | DIRECTOR AND INDIRECT OWNER | Na | yes | 10/2003 | Mar 28, 2012 | Mar 26, 2024 |
| DREXEL MORGAN & CO. | PARENT COMPANY | E | yes | 01/2015 | Mar 6, 2015 | Mar 26, 2024 |
| MCLAUGHLIN, JOSEPH, JAMES | CHAIRMAN & CHIEF EXECUTIVE OFFICER | Na | yes | 08/2006 | Mar 28, 2012 | Mar 26, 2024 |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | Director | Na | yes | 05/2008 | Mar 28, 2012 | Mar 26, 2024 |
| HOYLE, TIMOTHY, ANDREW | CHIEF INVESTMENT OFFICER | Na | no | 01/2017 | Mar 8, 2017 | Mar 26, 2024 |
| NESS, MARIEELENA, V | CHIEF COMPLIANCE OFFICER | Na | no | 08/2006 | Mar 28, 2012 | Mar 26, 2024 |
| ROVNER, PAUL, STUART | CHIEF FINANCIAL OFFICER, TREASURER, & DIRECTOR | Na | no | 05/2008 | Mar 28, 2012 | Mar 26, 2024 |
| SMITH, HENRY, BELIN | HEAD OF INVESTMENT STRATEGIES | Na | no | 02/2007 | Mar 28, 2012 | Mar 26, 2024 |
| SUPPLEE, JOHN, SHELDON | CHIEF OPERATING OFFICER, SECRETARY & DIRECTOR | Na | no | 07/2016 | Mar 29, 2018 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DREXEL MORGAN & CO. | n/a | Independent wealth | $607M | Y | yes | n/a |
| HAVERFORD TRUST SECURITIES, INC. | n/a | n/a | n/a | N | yes | n/a |
| THE HAVERFORD TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $366M | $366M | 45 | 25 | 0 | n/a | n/a |
| 2024 | Mar 17, 2025 | $342M | $342M | 44 | 26 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $347M | $347M | 45 | 25 | 0 | n/a | n/a |
| 2022 | Mar 8, 2023 | $382M | $382M | 43 | 25 | 0 | 1 | $47.1M |
| 2021 | Mar 28, 2022 | $460M | $460M | 43 | 23 | 0 | 1 | $40.5M |
| 2020 | Mar 29, 2021 | $389M | $389M | 46 | 24 | 0 | 1 | $40.5M |
| 2019 | Mar 24, 2020 | $338M | $338M | 46 | 25 | 0 | 1 | $33.9M |
| 2018 | Mar 26, 2019 | $270M | $270M | 45 | 23 | 0 | 1 | $17.6M |
| 2017 | Mar 29, 2018 | $334M | $334M | 43 | 23 | 0 | 1 | $15.8M |
| 2016 | Mar 8, 2017 | $295M | $295M | 41 | 22 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $305M | $305M | 39 | 20 | n/a | n/a | n/a |
| 2014 | Mar 6, 2015 | $320M | $320M | 36 | 20 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $285M | $285M | 45 | 27 | n/a | n/a | n/a |
| 2012 | Mar 20, 2013 | $256M | $256M | 40 | 23 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $260M | $260M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 5.3% | 0 | 0 | 0 | 3 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $366M | $342M | 7.2% | $382M | -1.4% | 45 | 44 | 0 | 0 |