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TRAYNOR CAPITAL MANAGEMENT
Legal name: TRAYNOR CAPITAL MANAGEMENT, INC.
CRD 138881File 801-78760
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.42B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Non-discretionary $550.5M
Clients
1,590
1,660 accounts
Employees
12
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 5, 2013
- Principal office
- 418 E KING ST, MALVERN, PA, 19355
- Phone
- 610-993-9050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.42B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $550.5M
- Discretionary accounts
- 1,280
- Non-discretionary accounts
- 380
- Total accounts
- 1,660
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 410 | $964.5M |
| Individuals (other than high net worth individuals) | 1,180 | $1.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.