Stoneridge Pmg Advisors, LLC
● SEC registered since 1996CRD 107662SEC# 801-52204Radnor, PA
Reg. AUM
$390.7M
Employees
8
Accounts
12
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 $390.7 million in regulatory assets under management and employs 8 people.
Stoneridge Pmg Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beltraith Capital, LLC Control | Member | 50-75% | 2015 |
| Bennett Perry Lomax | Elected Manager | Under 5% | 2015 |
| Donald Richard Caldwell | Elected Manager | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Stoneridge Pmg Advisors, LLC manage?
Stoneridge Pmg Advisors, LLC reports $390.7 million in regulatory assets under management on its Form ADV.
How many employees does Stoneridge Pmg Advisors, LLC have?
Stoneridge Pmg Advisors, LLC reports 8 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
$390.7M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$390.7Mregulatory AUM
Discretionary $93.6MNon-discretionary $297M