Bryn Mawr Capital Management, LLC
Bryn Mawr Capital Management, LLC (CRD# 285359) is a financial advisory firm headquartered in Philadelphia, PA. They manage $2,725,839,827 in 2,793 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management2,726MILLION
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Total Number of Accounts2,793ACCOUNTS
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Average Account Value$975,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
Kelly Wellborn (CRD# 4397706) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Greenville, DE and has over 22 years of experience in the finance industry. Kelly Wellborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Barnes (CRD# 3267622) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
Stephen Biggin (CRD# 7673055) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Jacquelyn Blue (CRD# 4625639) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 19 years of experience in the finance industry.
Andrew Davis (CRD# 7151179) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Andrew Keefer (CRD# 7792814) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Hershey, PA and has 1 year of experience in the finance industry. Andrew Keefer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Krumenacker Jr (CRD# 6180455) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Sony Mathew (CRD# 6843743) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.
Philip Wagner (CRD# 4584392) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Berwyn, PA and has over 20 years of experience in the finance industry.