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OLD GLORY ASSET MANAGEMENT LLC
CRD 126013File 801-61882
APPROVED
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$655.9M
Above cohort median (national)
Discretionary AUM
$655.9M
Clients
18
21 accounts
Employees
2
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 3, 2003
- Principal office
- 5 GREAT VALLEY PARKWAY, MALVERN, PA, 19355
- Phone
- 610-648-3860
- Website
- HTTP://WWW.OLDGLORYAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $655.9M
- Discretionary AUM
- $655.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $36.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $165.4M |
| Pension and profit sharing plans | 17 | $462.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 21 | 18 | decreased by3 |
| Apr 1, 2026 | Clients | 19 | 21 | increased by2 |
| Apr 1, 2026 | AUM | $568,631,277 | $655,945,505 | increased by$87,314,228 |
| Apr 1, 2026 | Accounts | 27 | 21 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $618,049,393 | $568,631,277 | decreased by$49,418,116 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 27 | increased by8 |
| Jun 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | AUM | $597,597,629 | $618,049,393 | increased by$20,451,764 |
| Apr 1, 2022 | Accounts | 27 | 19 | decreased by8 |
| Sep 1, 2021 | AUM | $564,550,271 | $597,597,629 | increased by$33,047,358 |
| 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 “OLD GLORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLD GLORY” 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.