Exeter Property Group, LLC
Radnor, PA·SEC-registered · CRD #161935
Exeter Property Group, LLC is an SEC-registered investment advisory firm in Radnor, PA managing $35B across 16 client accounts, with 101 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$35B
Client accounts
16
Advisory staff
101
Fee model
Fee-only
How Exeter Property Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Exeter Property Group, LLC
How much does Exeter Property Group, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Exeter Property Group, LLC reports $35B in regulatory assets under management across roughly 16 client accounts.
How does Exeter Property Group, LLC charge?
Exeter Property Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Exeter Property Group, LLC a fiduciary?
Yes. Exeter Property Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #161935), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Exeter Property Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Exeter Property Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Exeter Property Group, LLC's public SEC Form ADV filing (CRD #161935, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Exeter Property Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Exeter Property Group, LLC? Claim this profile.