firm profile
Lovell Minnick
Overview
Lovell Minnick is an SEC registered investment adviser based in Radnor, PA, registered since 2012. It reports $5.2B in assets under management across 38 accounts, with 33 employees.
- Reported AUM
- $5.2B
- Discretionary
- 100%
- Accounts
- 38
- Average account
- $137M
- Employees
- 33
- Registered since
- 2012
- Jurisdictions
- 3
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 6
- Jeffrey Dale Lovell Chairman CRD 1095362
- Robert Myles Belke Managing Partner CRD 2287759
- Steven Corbett Pierson Managing Partner CRD 2507992
3 more executive officers, with direct contact details
Location
- Headquarters
- 555 E Lancaster Ave Ste 510
Radnor, PA 19087 - County
- Delaware
- Metro area
- Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
- Region
- Northeast
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: lovellminnick.com
Every state, with registration dates
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