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BRYN MAWR TRUST ADVISORS, LLC

PHILADELPHIA, PA · CRD 285359 · IAPD ↗ · bmt.com · 215.731.1820

$3.51BRegulatory AUM
55Advisory reps
87Employees
334Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — BRYN MAWR TRUST ADVISORS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
79
April 2026 — BRYN MAWR TRUST ADVISORS, LLC grew from 46 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
July 2025 — BRYN MAWR CAPITAL MANAGEMENT, LLC is now doing business as BRYN MAWR TRUST ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
84
April 2025 — BRYN MAWR CAPITAL MANAGEMENT, LLC grew from 32 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — BRYN MAWR CAPITAL MANAGEMENT, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — BRYN MAWR CAPITAL MANAGEMENT, LLC notice-filed in DC, ME, NC, OH, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.