RADNOR FINANCIAL ADVISORS, LLC
CRD #282753 SEC #801-107320 WAYNE, PA 610-975-0280
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
23
Clients
51
Accounts
2,588
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 1, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | PARTNER, FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| JACOBS, BRIAN, JOSHUA | I | FINANCIAL CONSULTANT, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| MATTISE, MICHAEL, NEWMAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MATTISE, MICHAEL, NEWMAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MATTISE, MICHAEL, NEWMAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MATTISE, MICHAEL, NEWMAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENFELD, CARL, MICHAEL | I | CHIEF MARKETING OFFICER | NA | Control |
| ROSENFELD, CARL, MICHAEL | I | CHIEF MARKETING OFFICER | NA | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | NA | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | NA | Control |
| ROSENFELD, CARL, MICHAEL | I | CHIEF MARKETING OFFICER | NA | Control |
| ROSENFELD, CARL, MICHAEL | I | CHIEF MARKETING OFFICER | NA | Control |
| SHURE, CASEY, ZISTEL | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| SHURE, CASEY, ZISTEL | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| SHURE, CASEY, ZISTEL | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| SHURE, CASEY, ZISTEL | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | PARTNER, FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | FINANCIAL CONSULTANT | NA | Control |
| SPIKE, JUSTIN, MATTHEW | I | FINANCIAL CONSULTANT | NA | Control |
| VERMILLION, STEPHANIE, RUTH | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| VERMILLION, STEPHANIE, RUTH | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| VERMILLION, STEPHANIE, RUTH | I | CHIEF OPERATING OFFICER | NA | Control |
| VERMILLION, STEPHANIE, RUTH | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US, LLC | DE | MEMBER | E | Control |
| CI PRIVATE WEALTH US, LLC | DE | MEMBER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| MATTISE, MICHAEL, NEWMAN | I | PRESIDENT AND MEMBER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | PRESIDENT AND MEMBER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| MATTISE, MICHAEL, NEWMAN | I | MANAGING PARTNER, PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | EXECUTIVE VICE PRESIDENT AND MEMBER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | EXECUTIVE VICE PRESIDENT AND MEMBER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF OPERATING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| ROSENFELD, CARL, MICHAEL | I | MANAGING PARTNER, CHIEF MARKETING OFFICER | C | Control |
| VERMILLION, STEPHANIE, RUTH | I | CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| VERMILLION, STEPHANIE, RUTH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SHURE, CASEY, ZISTEL | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC. | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US, LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US, LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI US HOLDINGS INC. | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC. | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC. | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC. | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC. | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US HOLDINGS INC. | DE | CI US, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
Registrations
Federal
IA
Nov 1, 2022 REGISTERED
Notice Filings (18)
AZ CA CT DC DE FL IL LA MA MD NC NH NJ NY PA TN TX VA
Address
485 DEVON PARK DRIVESUITE 119
WAYNE, PA 19087
United States
Phone: 610-975-0280