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Drexel Morgan & Co.

Drexel Morgan & Co.. CRD 151053

Drexel Morgan & Co. logo

CRD: 151053

Drexel Morgan & Co.

Radnor, PA, 19087
4842544306
drexelmorgan.com
$607.0M Total AUM
$607.0M Disc. AUM
19.1% 3Y CAGR
4 Employees
12 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
UBS
Clients
Retail
Platforms
VectorSignal catalyst +more
Established Date
06-01-2009
Office Locations
1

Office Locations

Three Radnor Corporate Center Suite 450 Radnor PA

About Drexel Morgan & Co.

Drexel Morgan & Co. is a registered investment adviser and bank holding company providing personalized investment management and portfolio construction. Its core Legacy Portfolio is built on a 50+ year philosophy focused on large-cap, dividend-paying, primarily A+ rated companies with strong balance sheets and consistent earnings growth. Retail-oriented, with an emphasis on entrepreneurs.

Team overview

-- AVG AGE
$303.5M AVG AUM / ADVISOR
$50.6M AVG AUM / CLIENT
14.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Wave beacon

Client Personas

Focus

Custodian

Signal

Investment Vehicles

Radial Insight vital

Services

Vital wave

Technology

Vital Insight Alpha ridge

Owner & Executives

G

GEORGE WASHINGTON CONNELL

Chairman, Chief Executive Officer, Director, President

CRD
#52263
Ownership
75% or more
(331) 240-2165
wave.signal@frontiercapital.com
in linkedin.com/in/wave-horizon
L

LYNDA MARIE MCFEELEY

SENIOR VICE PRESIDENT, TREASURER

CRD
#2617768
Ownership
Less than 5%
(805) 892-2350
pathway.element@momentumcapital.com
in linkedin.com/in/timber-focus
A

Alpha optima

Pathway ember

CRD
#71903
Ownership
45.7%
(860) 340-4071
meridian.radial@deltacapital.com
in linkedin.com/in/legacy-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-30-2023
08-02-2024
03-27-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $607,000,000 $27,590,909
Non-Discretionary $0 --
Total $607,000,000 $27,590,909

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Separately Managed Accounts

Total SMA Asset: $607,000,000

$607.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $3,804,115,434 100.0%
Total $3,804,115,434 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BRIDGE RADIAL CAPITAL ZENITH FOUNDATION POCAJILKN AVDMJ 9.61% $37,735,327
HARBOR MATRIX MOMENTUM NORTH VMEFECLH2 LSBWL 0.65% $3,357,820
RIDGE DELTA OPTIMA HARBOR TIMBER 4C91GGDO7 ZUC 2.87% $99,972,028
RIDGE QUANTUM NORTH PRIME JQVM5C42M BLAPR 2.67% $50,472,392
SUMMIT ALPHA HORIZON INSIGHT TIMBER 79C78NDVH DCWD 6.85% $14,849,059
ELEMENT VECTOR ALPHA ALPHA VERTEX TDUNSZ43S ZHUHF 11.47% $114,311,634
OPTIMA HORIZON PATHWAY MATRIX UNISON PZQXBM0AY WXRK 6.26% $117,894,957
VITAL DELTA WAVE EMBER QUANTUM RXF0K9ELJ YAI 4.99% $1,228,121

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