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OLD GLORY ASSET MANAGEMENT LLC
CRD 126013File 801-61882
APPROVED
Filing as of Mar 18, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 21 | 18 |
| 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.