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Howard A. Trauger

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT
Bala Cynwyd, PA 19004
Some features on this profile are disabled
CRD#: 2108866
HT

Professional summary

Howard Albert Trauger is a registered financial advisor currently at PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC located in Bala Cynwyd, Pennsylvania.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Howard has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Albert Trauger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 12, 2026 - Present

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Office #1: 2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004
RIA
CRD#: 294016
Bala Cynwyd, PA
Past

October 19, 2015 - July 1, 2024

CARNEGIE INVESTMENT COUNSEL

RIA
CRD#: 150488
Philadlephia, PA
Past

February 19, 1991 - October 8, 2015

SCHUYLKILL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 106930
PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

CRD#: 294016 / SEC#: 801-112861

RIA
Registered Investment Advisory firm - (4/16/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(3/12/2026)

Exams

Current Firm

PP
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

CRD#: 294016 / SEC#: 801-112861

RIA
Registered Investment Advisory firm - (4/16/2018 Approved)
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Contact information

Main Address
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004
Mailing Address
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004
Phone number
(215) 564-5750
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC (3/18/2026)

Regulatory assets under management

Total Number of Accounts143
AUM (Assets Under Management)$ 61,220,242

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

CRD#: 294016Bala Cynwyd, PA 19004

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