DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Drexel Morgan & Co.
Latest filing Aug 6, 2026
First filing on the tape Mar 28, 2012 · 22 filings
SEC status approved since Jul 23, 2009
RAUM
$607M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$607M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$304M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$607M as of Aug 6, 2026
Mar 28, 2012$7.0M then
HNW client RAUM$607M as of Aug 6, 2026
Mar 29, 2018$41.2M then
State-registered IARs (5.B.3)2 as of Aug 6, 2026
Mar 28, 20120 then
Employees (5.A)4 as of Aug 6, 2026
Mar 27, 20134 then
Private funds: no history
RAUM +29% over the last fiscal year+18% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $304MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 6derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $50.6MderivedHNW RAUM over HNW clients
- Average account
- $27.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$607M100%
- Individual clients
- 0reported
- HNW clients
- 12reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lynda Marie Mcfeeley | Radnor, Pa | Jun 19, 2012 | 28 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Mcbee Nmn Butcher to Sei Investments Management CorpJun 6, 2012 · Other
Joined, latest
- Mcbee Nmn Butcher from Locust Capital Management LLCApr 5, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Washington George Connell · Chairman, Ceo And Presidentcontrolsince 01/2007 · owns 75% or more
- Marie Lynda Mcfeeley · Senior Vice President &Treasurersince 02/2010 · owns less than 5%
- F. John Mcgill · Directorsince 03/2010 · owns less than 5%
- Vitolo Marieelena Ness · Vice President & Chief Compliance Officersince 06/2009 · owns less than 5%
- Alan Bruce Rosenfield · Directorsince 01/2016 · owns less than 5%
- Stuart Paul Rovner · Senior Vice President & Secretarysince 10/2013 · owns less than 5%
Related persons
Schedule D 7.A
- Haverford Financial Services, Inc.investment adviseryRAUM $366M
- Haverford Trust Securities, Inc.broker-dealery
- The Haverford Trust Companyy
Advisers that list Drexel Morgan & Co. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Radnor, Pa · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 21 to 22Mar 27, 2025 to Mar 16, 2026
- BD registered reps · 4 to 0Mar 27, 2025 to Mar 16, 2026
- Discretionary RAUM · $469M to $607MMar 27, 2025 to Mar 16, 2026
- HNW RAUM · $469M to $607MMar 27, 2025 to Mar 16, 2026
- RAUM · $469M to $607MMar 27, 2025 to Mar 16, 2026
- Related broker-dealer · true to falseMar 27, 2025 to Mar 16, 2026
- Accounts · 18 to 21Aug 2, 2024 to Mar 27, 2025
- HNW clients · 11 to 12Aug 2, 2024 to Mar 27, 2025
- Financial planning clients · unset to Aug 2, 2024 to Mar 27, 2025
- Discretionary RAUM · $440M to $469MAug 2, 2024 to Mar 27, 2025
- HNW RAUM · $440M to $469MAug 2, 2024 to Mar 27, 2025
- RAUM · $440M to $469MAug 2, 2024 to Mar 27, 2025
- Accounts · 20 to 18Mar 30, 2023 to Mar 21, 2024
- Advisory employees · 3 to 2Mar 30, 2023 to Mar 21, 2024
- HNW clients · 12 to 11Mar 30, 2023 to Mar 21, 2024
- Employees · 6 to 4Mar 30, 2023 to Mar 21, 2024
- Discretionary RAUM · $365M to $440MMar 30, 2023 to Mar 21, 2024
- HNW RAUM · $365M to $440MMar 30, 2023 to Mar 21, 2024
- RAUM · $365M to $440MMar 30, 2023 to Mar 21, 2024
- Discretionary RAUM · $381M to $365MMar 31, 2022 to Mar 30, 2023
- HNW RAUM · $381M to $365MMar 31, 2022 to Mar 30, 2023
- RAUM · $381M to $365MMar 31, 2022 to Mar 30, 2023
- Advisory employees · 2 to 3Mar 31, 2021 to Mar 31, 2022
- Employees · 5 to 6Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $286M to $381MMar 31, 2021 to Mar 31, 2022
- HNW RAUM · $286M to $381MMar 31, 2021 to Mar 31, 2022
- RAUM · $286M to $381MMar 31, 2021 to Mar 31, 2022
- Related bank · true to falseMar 31, 2021 to Mar 31, 2022
- Accounts · 18 to 20Jun 26, 2020 to Mar 31, 2021
- Discretionary RAUM · $206M to $286MJun 26, 2020 to Mar 31, 2021
- HNW RAUM · $206M to $286MJun 26, 2020 to Mar 31, 2021
- RAUM · $206M to $286MJun 26, 2020 to Mar 31, 2021
- Accounts · 13 to 18Mar 28, 2019 to Mar 30, 2020
- HNW clients · 8 to 12Mar 28, 2019 to Mar 30, 2020
- Employees · 7 to 5Mar 28, 2019 to Mar 30, 2020
- Discretionary RAUM · $46.5M to $206MMar 28, 2019 to Mar 30, 2020
- HNW RAUM · $38.9M to $206MMar 28, 2019 to Mar 30, 2020
- RAUM · $46.5M to $206MMar 28, 2019 to Mar 30, 2020
- Accounts · 11 to 13Mar 29, 2018 to Mar 28, 2019
- Employees · 8 to 7Mar 29, 2018 to Mar 28, 2019
Signals
1 dated events
- Drexel Morgan & Co. reported RAUM $607.0M, up 29% from $469.0M (2025-03-27 to 2026-03-16)Mar 16, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 484-254-4306reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 610-995-8795reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- DREXELMORGAN.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 484-254-4306reportedpublic record, Form ADV, Aug 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $304Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026