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STONERIDGE PMG ADVISORS, LLC
CRD 107662File 801-52204
APPROVED
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$774.2M
Above cohort median (national)
Discretionary AUM
$259.2M
Non-discretionary $515.0M
Clients
17
18 accounts
Employees
11
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 21, 1996
- Principal office
- 201 KING OF PRUSSIA ROAD, SUITE 200, RADNOR, PA, 19087
- Phone
- 484-254-5400
- Website
- HTTP://WWW.SRPMGA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $774.2M
- Discretionary AUM
- $259.2M
- Non-discretionary AUM
- $515.0M
- Discretionary accounts
- 13
- Non-discretionary accounts
- 5
- Total accounts
- 18
- AUM per client
- $45.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $4.7M |
| Insurance companies | 2 | $80.2M |
| State or municipal government entities | 13 | $676.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 18 | 17 | decreased by1 |
| Aug 12, 2026 | Employees | 8 | 11 | increased by3 |
| Aug 12, 2026 | Clients | 8 | 18 | increased by10 |
| Aug 12, 2026 | AUM | $390,652,054 | $774,158,914 | increased by$383,506,860 |
| Aug 12, 2026 | Accounts | 12 | 18 | increased by6 |
| Apr 1, 2026 | Clients | 11 | 8 | decreased by3 |
| Apr 1, 2026 | AUM | $403,678,541 | $390,652,054 | decreased by$13,026,487 |
| Apr 1, 2026 | Accounts | 15 | 12 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 8 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 31 | 11 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,397,838,039 | $403,678,541 | decreased by$994,159,498 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 42 | 15 | decreased by27 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 43 | 31 | decreased by12 |
| Apr 1, 2022 | AUM | $1,523,388,231 | $1,397,838,039 | decreased by$125,550,192 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONERIDGE PMG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONERIDGE PMG” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.