Drexel Morgan & Co. provides portfolio management for individuals and small businesses.
Drexel Morgan & Co. reports 12 high-net-worth individuals. Of its assets, 100.0% ($607M across 22 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 12 | $607M | 100.0% | $50.6M |
| Total | 12 | $607M | 100% | $50.6M |
- Clients
- 12
- Regulatory AUM
- $607M
- AUM share
- 100.0%
- Avg. per client
- $50.6M
Total
- Clients
- 12
- Regulatory AUM
- $607M
- AUM share
- 100%
- Avg. per client
- $50.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Drexel Morgan & Co. charges 0.50%–1.00% a year for its Standard annual fee. The fee is billed in advance and is negotiable.
Fee details and sources
George Connell owns 75% or more of Drexel Morgan & Co.. The leadership team of Drexel Morgan & Co. includes President George Connell and Chief Compliance Officer Marieelena Ness. It has 4 employees, 2 of them in advisory roles.
Leadership
- George ConnellChairman, CEO and President
- Lynda McFeeleySenior Vice President &treasurer
- Paul RovnerSenior Vice President & Secretary
- Marieelena NessChief Compliance Officer
- Joseph KnottDirector
- John McGillDirector
- Bruce RosenfieldDirector
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Drexel Morgan & Co.
George Connell
Control person · since January 2007
Drexel Morgan & Co.’s regulatory assets grew 2.1× from $286M (March 2021) to $607M (August 2026); clients were 12 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $607M | 12 | 4 | 1 |
| March 2025 | $469M | 12 | 4 | 1 |
| March 2024 | $440M | 11 | 4 | 1 |
| March 2023 | $365M | 12 | 6 | 1 |
| March 2022 | $381M | 12 | 6 | 1 |
| March 2021 | $286M | 12 | 5 | 1 |
Besides its headquarters, Drexel Morgan & Co. has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- Three Radnor Corporate Center, Suite 450, RadnorHQ
Contact and registration details
- Legal name
- Drexel Morgan & Co.
- Headquarters
- Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
- Website
- drexelmorgan.com
- Phone
- 484-254-4306
- SEC file
- 801-70432
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Drexel Morgan & Co. uses UBS Financial Services ($579M) as custodian for its separately managed accounts. Drexel Morgan & Co. does not have custody of client assets.
- UBS Financial ServicesUBS Financial Services Inc. · Philadelphia, PA · $579M100%
At year end, Drexel Morgan & Co.’s separately managed accounts were mostly in stocks (100%). Its reported 13F holdings for the quarter ended 30 June 2026 total $719M across 60 positions; the largest are AT&T Inc. (17.5%), United Parcel Svcs Inc. (13.7%) and Johnson & Johnson (7.6%).
What the accounts hold
- Stocks100%
Reported 13F holdings
- $719M
- Reported 13F value
- 60
- Positions
- 73.8%
- In the 10 largest
- +5.4%
- Value vs. prior quarter
- AT&T Inc.17.5%
- United Parcel Svcs Inc. · CL B13.7%
- Johnson & Johnson7.6%
- JPMORGAN Chase & CO7.4%
- International Business Machs5.5%
- Cleveland-cliffs Inc. New5.2%
- Coca Cola CO5.2%
- American Express CO4.5%
- Caterpillar Inc.4.1%
- The Campbells Company3.1%
Together, the ten largest are 73.8% of reported value.
How many clients does Drexel Morgan & Co. have?
Drexel Morgan & Co. has 12 clients and manages $607 million for them, as of August 2026. They include 12 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Drexel Morgan & Co. offer?
Drexel Morgan & Co. provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Drexel Morgan & Co. charge?
Drexel Morgan & Co. charges 0.50%–1.00% a year for its Standard annual fee. The fee is billed in advance and is negotiable.
Source: DREXEL MORGAN & CO. ADV PART 2A - 2026-03, filed 16 March 2026
Which custodians does Drexel Morgan & Co. use?
Drexel Morgan & Co.’s separately managed account assets are held at UBS Financial Services Inc. (Philadelphia, PA), with $579M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Drexel Morgan & Co. have?
Drexel Morgan & Co. has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Drexel Morgan & Co. invest in?
At the end of its last fiscal year, Drexel Morgan & Co.’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Drexel Morgan & Co.?
Drexel Morgan & Co.’s direct owner is George Connell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Drexel Morgan & Co. get paid?
Drexel Morgan & Co. is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Drexel Morgan & Co. registered with the SEC?
Yes, Drexel Morgan & Co. has been registered with the SEC as an investment adviser since 23 July 2009. Its CRD number is 151053 and its SEC file number is 801-70432.
Source: Form ADV Part 1A, Item 1, filed 6 August 2026; IAPD firm record
How do I contact Drexel Morgan & Co.?
Drexel Morgan & Co.’s main office is at Three Radnor Corporate Center, Suite 450, Radnor, PA 19087. Its phone number is 484-254-4306. Its website is drexelmorgan.com.