SourcingSourcing

STONERIDGE PMG ADVISORS, LLC

C46
CRD 107662·SEC 801-52204·RADNOR, PA
AUM
$390.7M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONERIDGE PMG ADVISORS, LLC
CRD
107662
SEC file #
801-52204
EIN
—
DBA names
—

Economics

AUM
$390.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.90B → $390.7M▼ -79%
Client mix
State Or Municipal Govt4
Corporations2
Insurance Companies1
Other1

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
7 advisors → 2 advisors▼ -71%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
srpmga.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELTRAITH CAPITAL, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BELTRAITH CAPITAL, LLC
CLARKE, KIMBERLY, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SRPMGA.COM
Rdap Domain Creation Date
2015-09-21T15:26:33Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
902,216
Form 5500 Compensation Trajectory 3y
2025902,216
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
902,216
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
U.s. Bank2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-21T15:26:33Z
Rdap Domain Last Changed
2024-07-23T06:28:05Z
Rdap Nameservers
Ns33.worldnic.comNs34.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
CLARKE, KIMBERLY, ANN
Executive Officer · 2.5%
6626710
LEEVY, WAYNE, O
Executive Officer · 2.5%
4068567
SANDERS, STEVEN, LEROY
Executive Officer · 2.5%
1238874
CALDWELL, DONALD, RICHARD
Executive Officer · 2.5%
4379928
IMASOGIE, OSAGIE, OLUFELA
Executive Officer · 2.5%
4998610
LOMAX, BENNETT, PERRY
Executive Officer · 2.5%
5669387