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Alcci, LLC (Radnor)


Alcci, LLC is a related adviser based in Radnor. It manages $12.13 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Pennsylvania.

Alcci provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alcci: assets under management

The assets under management (AUM) of Alcci, LLC is $12.13 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $12.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.06 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alcci, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kbc Bank & Insurance Holdings Co. Shareholder 1 Jun 1998 75% - 100% foreign entity
Almanij Nv Shareholder 1 Jun 1998 50% - 75% foreign entity
Cera Holding Cvba Shareholder 1 Jun 1998 25% - 50% foreign entity
Charles B. Burkhart Manager 1 May 2000 Other 4511598
David Diblee Silvera Manager 1 May 2000 Other 1563838
Kbc Bank Nv Limited partner 1 Jan 2001 25% - 50% foreign entity
Allegiance Capital Inc Member 1 Apr 2002 50% - 75% 104755
L.P. Rosemont Partners I Member 1 Apr 2002 25% - 50% 06-1582950
William Kenneth Mawhorter Shareholder 1 Apr 2002 25% - 50% 323598
Llc Rosemont Investment Partners General partner 1 Apr 2002 Other 06-1572887
Llc Rosemont Investment Partners Ii General partner 1 Mar 2004 Other 01-0847563
Llc Rosemont Investment Partners Manager 1 Mar 2004 Other 06-1572887

Based in Radnor

The principal office where Alcci, LLC performs its advisory services is located at 259 N. Radnor Chester Road, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Huntington Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-581-2525 or by fax 484-581-2526. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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