Haverford Financial Services, Inc.
- Regulatory AUM
- $366M
- Discretionary
- $366M
- Clients
- 18
- Avg AUM / client
- $20.4M
- Accounts
- 25
- Employees
- 45
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $4.3M | 1.17% |
| Investment companies | 1 | $321M | 87.6% |
| Charitable organizations | 6 | $3.7M | 1.02% |
| State or municipal government entities | Fewer than 5 clients | $20.5M | 5.59% |
| Corporations and other businesses | Fewer than 5 clients | $4.1M | 1.11% |
| Other | 11 | $12.9M | 3.51% |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Washington Connell | Director And Indirect Owner | Oct 2003 (23y) | ≈ 56.25% – 100% via Drexel Morgan & Co. | |
| Joseph James Mclaughlin | Chairman & Chief Executive Officer | Aug 2006 (20y) | Less than 5% | |
| Ness, Marieelena, V | Chief Compliance Officer | Aug 2006 (20y) | Less than 5% | |
| Henry Belin Smith | Head Of Investment Strategies | Feb 2007 (20y) | Less than 5% | |
| Binney Holden Connell Wietlisbach | Director | Feb 2007 (19y) | Less than 5% | |
| Rovner, Paul, Stuart | Chief Financial Officer, Treasurer, & Director | May 2008 (18y) | Less than 5% | |
| Timothy Andrew Hoyle | Chief Investment Officer | CFA | Feb 2010 (16y) | Less than 5% |
| Supplee, John, Sheldon | Chief Operating Officer, Secretary & Director | Jul 2016 (10y) | Less than 5% | |
| Aleardi, Keith | President & Director | Feb 2023 (4y) | Less than 5% | |
| David Brune | Registered representative | Feb 2007 (19y) | ||
| John Michael Derderian | Registered representative | Feb 2007 (19y) | ||
| John Hannum Donaldson | Registered representative | CFA | Sep 2008 (18y) | |
| Lydia Christine Holiat | Registered representative | Sep 2011 (15y) | ||
| Seth D Horwitz | Registered representative | Sep 2011 (15y) | ||
| Kimberly S. Southmayd | Registered representative | Oct 2014 (12y) | ||
| Christine Elizabeth Walker | Registered representative | CFP | Sep 2015 (11y) | |
| Thomas Keith Eby | Registered representative | Jan 2017 (10y) | ||
| Daniel Patrick Geraghty | Registered representative | CFP | Mar 2022 (4y) | |
| Jason Ryan Salmon | Registered representative | CFP | Feb 2025 (1y) | |
| David Thomas Moniz | Registered representative | CFP CFA | May 2025 (1y) | |
| Jeremy Alexander Levin | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| John Nikolas D'anna | Registered representative | CFP | Feb 2026 (0y) | |
| Martina Ann Pfeuffer | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Drexel Morgan & Co. | Parent Company | Jan 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- George Washington Connell: 75% – 100% of Drexel Morgan & Co. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pnc Wealth Management $20.5M (6% of AUM) Mar 2026
- Pnc Investments Llc $18.2M (5% of AUM) Mar 2025
- Morgan Stanley $12.9M (4% of AUM) Mar 2026
- Charles Schwab & Co. $7.7M (2% of AUM) Mar 2026
- UBS $7.4M (2% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗