Drexel Morgan & Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$607,000,000
Clients
12
100% high-net worth
Advisors
1
of 4 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$50,583,333
About
Drexel Morgan & Co. provides discretionary and non‑supervisory investment advisory services primarily to high‑net‑worth individuals and manages individual portfolios based on each client's objectives, risk tolerance, and restrictions. The firm’s client base is reported as primarily high‑net‑worth clients and does not indicate service to lower‑net‑worth individual clients.
The firm's investment approach emphasizes fundamental analysis and a core "Legacy Portfolio" composed of large‑capitalization, dividend‑paying U.S. stocks that prioritize dividend growth over current yield. Portfolio management is typically discretionary, with accounts reviewed at least semi‑annually and allocations tailored to each client's stated needs and guidelines.
What distinguishes Drexel Morgan from many peers is its affiliations and structure: the firm owns and shares office space with an affiliated registered investment adviser and a bank/trust company, and it may recommend using that affiliated trust for certain assets (with those assets managed under a separate agreement and not charged to Drexel Morgan). It also manages a relatively large amount of discretionary assets (approximately $607 million) with a compact advisory staff—resulting in higher AUM per advisor than is typical—and does not take proxy‑voting authority for client securities.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Main office location
Drexel Morgan & Co.
Three Radnor Corporate Center, Suite 450
Radnor PA 19087, United States
Number of offices
1
Most active in
Drexel Morgan & Co. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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