Stoneridge Pmg Advisors, LLC
● SEC registered since 1996CRD 107662SEC# 801-52204Radnor, PA
Reg. AUM
$774.2M
Employees
11
Accounts
18
Location
Radnor, PA
Stoneridge Pmg Advisors, LLC assets under management
Stoneridge Pmg Advisors, LLC operates as an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 1996. It reports $774.2 million in regulatory assets under management and employs 11 people.
Stoneridge Pmg Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beltraith Capital, LLC Control | Member | 50-75% | 2015 |
| Forefront Analytics, LLC Control | Member | 25-50% | 2020 |
| Kimberly Ann Clarke Control | Chief Compliance Officer | Under 5% | 2019 |
| Steven Leroy Sanders Control | Chief Executive Officer | 25-50% | 2015 |
| Wayne O Leevy Control | Chief Financial Officer | Under 5% | 2015 |
| Bennett Perry Lomax | Elected Manager | — | 2009 |
| Christopher Charles Geczy Control | Elected Manager | 25-50% | 2020 |
| Donald Richard Caldwell | Elected Manager | — | 2009 |
| Osagie Olufela Imasogie | Elected Manager | — | 2009 |
| Steven Leroy Sanders Control | Elected Manager | 25-50% | 2009 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Stoneridge Pmg Advisors, LLC manage?
Stoneridge Pmg Advisors, LLC reports $774.2 million in regulatory assets under management on its Form ADV.
How many employees does Stoneridge Pmg Advisors, LLC have?
Stoneridge Pmg Advisors, LLC reports 11 employees.
Where is Stoneridge Pmg Advisors, LLC located?
Stoneridge Pmg Advisors, LLC is based in Radnor, PA and has been SEC-registered since 1996.
Does Stoneridge Pmg Advisors, LLC disclose fund performance?
Stoneridge Pmg Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 King of Prussia Road, Suite 200, Radnor, PA 19087 |
| Phone | 484-254-5400 |
| Fax | 610-260-6241 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$774.2M▲ 92%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,340 advisers
EmployeesTop 38%
More than 62% of 16,820 advisers
Assets under management
$774.2Mregulatory AUM
Discretionary $259.2MNon-discretionary $515M