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OBRIEN GREENE & CO INC
CRD 110281File 801-5866
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$464.3M
Above cohort median (national)
Discretionary AUM
$421.2M
Non-discretionary $43.2M
Clients
148
355 accounts
Employees
7
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.OBRIENGREENE.COM
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 150 | 148 | decreased by2 |
| Apr 1, 2026 | AUM | $416,754,153 | $464,333,784 | increased by$47,579,631 |
| Apr 1, 2026 | Accounts | 344 | 355 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 160 | 150 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $394,786,674 | $416,754,153 | increased by$21,967,479 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 314 | 344 | increased by30 |
| Apr 1, 2022 | Clients | 180 | 160 | decreased by20 |
| Apr 1, 2022 | AUM | $338,363,011 | $394,786,674 | increased by$56,423,663 |
| Apr 1, 2022 | Accounts | 264 | 314 | increased by50 |
| Sep 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OBRIEN GREENE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OBRIEN GREENE” may also match similarly-named firms). Confirm identity against each filing.
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.