OBRIEN GREENE & CO INC

CRD 110281File 801-5866

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$464.3M

Above cohort median (national)

Discretionary AUM

$421.2M

Non-discretionary $43.2M

Clients

148

355 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jul 18, 1969
Principal office: 218 W. STATE STREET, MEDIA, PA, 19063
Phone: 610-891-7880
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/O'BRIEN-GREENE-&-CO-/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $464.3M
Discretionary AUM: $421.2M
Non-discretionary AUM: $43.2M
Discretionary accounts: 331
Non-discretionary accounts: 24
Total accounts: 355
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	11	$36.1M
High net worth individuals	89	$307.6M
Pooled investment vehicles	1	$19.8M
Pension and profit sharing plans	Fewer than 5	$68.4M
Individuals (other than high net worth individuals)	47	$19.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.