SourcingSourcing

DREXEL MORGAN & CO.

B55
CRD 151053·SEC 801-70432·RADNOR, PA
AUM
$607.0M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DREXEL MORGAN & CO.
CRD
151053
SEC file #
801-70432
EIN
364669069
DBA names
—

Economics

AUM
$607.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$46.5M → $607.0M▲ +1205%
Client mix
Individuals High Net Worth12

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
drexelmorgan.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONNELL, GEORGE, WASHINGTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
CONNELL, GEORGE, WASHINGTON
MCFEELEY, LYNDA, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
DREXELMORGAN.COM
Rdap Domain Creation Date
2004-12-16T22:00:54Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001508512
Edgar Registered
Yes
Edgar Filing Count
65
Edgar First Filing Date
2011-02-07
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
63
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001104659-26-058479

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
3 RADNOR CORPORATE CENTERSUITE 450RADNOR, PA 19087-4546
Business
3 RADNOR CORPORATE CENTERSUITE 450RADNOR, PA 19087-4546
Edgar EIN
364669069
Edgar Recent Filings
13F-HR2026-05-11 · 0001104659-26-058479
13F-HR2026-02-12 · 0001104659-26-014063
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-12-16T22:00:54Z
Rdap Domain Last Changed
2026-04-16T18:52:10Z
Rdap Nameservers
Ns10.digicertdns.comNs11.digicertdns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
52263
Trust Company Affiliate
No

People (6)

6
CONNELL, GEORGE, WASHINGTON
IAR · Direct Owner · 87.5%
52263
MCFEELEY, LYNDA, MARIE
IAR · Executive Officer · 2.5%
2617768
MCGILL, JOHN, F.
Executive Officer · 2.5%
5883475
MARIEELENA VITOLO NESS
Executive Officer · 2.5%
1935194
ROSENFIELD, BRUCE, ALAN
Executive Officer · 2.5%
6620944
PAUL STUART ROVNER
Executive Officer · 2.5%
4486011