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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DREXEL MORGAN & CO.

CRD 151053

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc14442-253f-a671-147d-eb74a49bfe18

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2012 to Aug 6, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $607MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $607M
Private client RAUM: $607MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $304Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 22
Individual clients: 0
High net worth clients: 12
SEC number: 801-70432
CIK: 1508512
CRD: 151053
Filings on the tape: 22
First filed: Mar 28, 2012
Latest filed: Aug 6, 2026
Organised: Corporation, PA
Website: drexelmorgan.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LYNDA MARIE MCFEELEY	n/a	RADNOR, PA	14	28	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONNELL, GEORGE, WASHINGTON	CHAIRMAN, CEO AND PRESIDENT	E	yes	01/2007	Mar 28, 2012	Aug 2, 2024
MCFEELEY, LYNDA, MARIE	SENIOR VICE PRESIDENT &TREASURER	Na	no	02/2010	Mar 28, 2012	Aug 2, 2024
MCGILL, JOHN, F.	Director	Na	no	03/2010	Mar 27, 2014	Aug 2, 2024
NESS, MARIEELENA, VITOLO	VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	no	06/2009	Mar 28, 2012	Aug 2, 2024
ROSENFIELD, BRUCE, ALAN	Director	Na	no	01/2016	Mar 29, 2016	Aug 2, 2024
ROVNER, PAUL, STUART	SENIOR VICE PRESIDENT & SECRETARY	Na	no	10/2013	Mar 27, 2014	Aug 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HAVERFORD FINANCIAL SERVICES, INC.	n/a	Asset manager	$366M	Y	yes	n/a
HAVERFORD TRUST SECURITIES, INC.	n/a	n/a	n/a	Y	yes	n/a
THE HAVERFORD TRUST COMPANY	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$607M	$607M	4	2	0	n/a	n/a
2024	Mar 27, 2025	$469M	$469M	4	2	0	n/a	n/a
2023	Mar 21, 2024	$440M	$440M	4	2	0	n/a	n/a
2022	Mar 30, 2023	$365M	$365M	6	3	0	n/a	n/a
2021	Mar 31, 2022	$381M	$381M	6	3	0	n/a	n/a
2020	Mar 31, 2021	$286M	$286M	5	2	0	n/a	n/a
2019	Mar 30, 2020	$206M	$206M	5	2	0	n/a	n/a
2018	Mar 28, 2019	$46.5M	$46.5M	7	2	0	n/a	n/a
2017	Mar 29, 2018	$49.2M	$49.2M	8	2	0	n/a	n/a
2016	Mar 17, 2017	$37.1M	$37.1M	4	2	n/a	n/a	n/a
2015	Mar 29, 2016	$38.3M	$38.3M	4	2	n/a	n/a	n/a
2014	Mar 9, 2015	$35.7M	$35.7M	4	2	n/a	n/a	n/a
2013	Mar 27, 2014	$276M	$276M	4	2	n/a	n/a	n/a
2012	Mar 27, 2013	$8.2M	$7.6M	4	2	n/a	n/a	n/a
2011	Mar 28, 2012	$7.0M	$6.4M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$607M	$469M	29.4%	$365M	18.5%	4	4	0	0

Relationships

Affiliated with (3)

→ HAVERFORD FINANCIAL SERVICES, INC.Registered adviserother investment adviser, control, common control
factForm ADV
← HAVERFORD FINANCIAL SERVICES, INC.Registered adviserother investment adviser, control, common control
factForm ADV
← DREXEL MORGAN CAPITAL ADVISERS, INC.Registered adviserother investment adviser, control
factForm ADV

Registered with (3)

← LYNDA MARIE MCFEELEYAdvisorregistration: current employment
Jun 19, 2012 to presentfactForm ADV
← GEORGE WASHINGTON CONNELLAdvisorregistration: current employment
Jan 7, 2010 to presentfactForm ADV
← MCBEE NMN BUTCHERAdvisorregistration: previous registration
Apr 5, 2010 to Jun 6, 2012factForm ADV

Owns (5)

← NESS, MARIEELENA, VITOLOOwnerVICE PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2012 to Aug 2, 2024factForm ADV
← MCFEELEY, LYNDA, MARIEOwnerSENIOR VICE PRESIDENT &TREASURER, ownership code NA, individual
Mar 28, 2012 to Aug 2, 2024factForm ADV
← ROVNER, PAUL, STUARTOwnerSENIOR VICE PRESIDENT & SECRETARY, ownership code NA, individual
Mar 27, 2014 to Aug 2, 2024factForm ADV
← MCGILL, JOHN, F.OwnerDIRECTOR, ownership code NA, individual
Mar 27, 2014 to Aug 2, 2024factForm ADV
← ROSENFIELD, BRUCE, ALANOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2016 to Aug 2, 2024factForm ADV

Controls (1)

← CONNELL, GEORGE, WASHINGTONOwnerCHAIRMAN, CEO AND PRESIDENT, ownership code E, individual
Mar 28, 2012 to Aug 2, 2024factForm ADV

Dated events

Occurred
Mar 16, 2026
Regulatory AUM changed
Drexel Morgan & Co. reported RAUM $607.0M, up 29% from $469.0M (2025-03-27 to 2026-03-16)
Form ADVobserved 5 days ago
$138M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3bc14442-253f-a671-147d-eb74a49bfe18
First observed: Mar 28, 2012
Last observed: Aug 6, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DREXEL MORGAN & CO.

CRD 151053

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc14442-253f-a671-147d-eb74a49bfe18

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYNDA MARIE MCFEELEY

n/a

RADNOR, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNELL, GEORGE, WASHINGTON

CHAIRMAN, CEO AND PRESIDENT

yes

01/2007

Mar 28, 2012

Aug 2, 2024

MCFEELEY, LYNDA, MARIE

SENIOR VICE PRESIDENT &TREASURER

02/2010

Mar 28, 2012

Aug 2, 2024

MCGILL, JOHN, F.

Director

03/2010

Mar 27, 2014

Aug 2, 2024

NESS, MARIEELENA, VITOLO

VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

06/2009

Mar 28, 2012

Aug 2, 2024

ROSENFIELD, BRUCE, ALAN

Director

01/2016

Mar 29, 2016

Aug 2, 2024

ROVNER, PAUL, STUART

SENIOR VICE PRESIDENT & SECRETARY

10/2013

Mar 27, 2014

Aug 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HAVERFORD FINANCIAL SERVICES, INC.

n/a

Asset manager

$366M

yes

n/a

HAVERFORD TRUST SECURITIES, INC.

n/a

yes

n/a

THE HAVERFORD TRUST COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$607M

n/a

2024

Mar 27, 2025

$469M

n/a

2023

Mar 21, 2024

$440M

n/a

2022

Mar 30, 2023

$365M

n/a

2021

Mar 31, 2022

$381M

n/a

2020

Mar 31, 2021

$286M

n/a

2019

Mar 30, 2020

$206M

n/a

2018

Mar 28, 2019

$46.5M

n/a

2017

Mar 29, 2018

$49.2M

n/a

2016

Mar 17, 2017

$37.1M

n/a

2015

Mar 29, 2016

$38.3M

n/a

2014

Mar 9, 2015

$35.7M

n/a

2013

Mar 27, 2014

$276M

n/a

2012

Mar 27, 2013

$8.2M

$7.6M

n/a

2011

Mar 28, 2012

$7.0M

$6.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$607M

$469M

29.4%

$365M

18.5%