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CFP
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CFP

Erik William O'neal

Bryn Mawr Capital Management, LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Bryn Mawr Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erik is the President and Owner of O'Neal Consulting Group, a former financial services consultancy. The company is currently not offering services.

Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
West Capital Management, INC.
June 2014 - March 2017 · 2 yrs 9 mos
LPL Financial LLC
September 2012 - March 2013 · 6 mos
Friedenthal Financial, LLC
June 2011 - October 2011 · 4 mos
Morgan Stanley Smith Barney LLC
March 2011 - June 2011 · 3 mos
Metlife Securities INC.
January 2010 - March 2011 · 1 yr 2 mos
State Registrations3 states
FLPATX
Advisor
Exams
No exam information available for this advisor.