Drexel Morgan & Co.
- Regulatory AUM
- $607M
- Discretionary
- $607M
- Clients
- 12
- Avg AUM / client
- $50.6M
- Accounts
- 22
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 12 | $607M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Washington Connell | Chairman, Ceo And President | Jan 2007 (20y) | 75% or more | |
| Ness, Marieelena, V | Vice President & Chief Compliance Officer | Jun 2009 (17y) | Less than 5% | |
| Lynda Marie Mcfeeley | Senior Vice President &Treasurer | Feb 2010 (17y) | Less than 5% | |
| Mcgill, John, F. | Director | Mar 2010 (16y) | Less than 5% | |
| Rovner, Paul, Stuart | Senior Vice President & Secretary | Oct 2013 (13y) | Less than 5% | |
| Rosenfield, Bruce, Alan | Director | Jan 2016 (11y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 | 1.07 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
Custody
Reported custodians
- UBS $579M (95% of AUM) Mar 2026
- J.P. Morgan $37.0M (10% of AUM) Mar 2023
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) ↗