Bryn Mawr Trust Company
$545M reported client assets across 4 advisory firms in FY2021 annual amendments
Reported client assets over time
$99.2M
$122M
2017
2021
Same-firm comparison: 3 firms that reported Bryn Mawr Trust Company in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Waldron Private Wealth, Llc | $429M | $4.1B | 10.4% | 03/19/2022 |
| Radnor Capital Management, Llc | $105M | $603M | 17.4% | 02/09/2022 |
| Emstone Advisers, Llc | $7.2M | $34.2M | 20.9% | 03/25/2022 |
| Emerald Separate Account Management Llc | $4.0M | $29.3M | 13.6% | 03/31/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.