{
  "crd_number": 110281,
  "slug": "obrien-greene-and-co-inc-media-pa-110281",
  "primary_business_name": "OBRIEN GREENE & CO INC",
  "legal_name": "OBRIEN GREENE & CO INC",
  "dbas": [],
  "city": "Media",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1969-07-18",
  "years_registered": 57,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 464333784.0,
  "raum_discretionary": 421174014.0,
  "raum_non_discretionary": 43159770.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 12658875.0,
      "count": null,
      "description": "FAMILY AND EMPLOYEES",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 36123179.0,
      "count": 11
    },
    "individuals": {
      "raum": 19686739.0,
      "count": 47
    },
    "pension_profit_sharing": {
      "raum": 68367196.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 307649617.0,
      "count": 89
    },
    "pooled_investment_vehicles": {
      "raum": 19848178.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "FL",
    "NH",
    "NJ",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/O'BRIEN-GREENE-&-CO-",
    "https://obriengreene.com",
    "https://twitter.com/obriengreene"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110281",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "MEDIA",
  "url": "https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281",
  "display_name": "Obrien Greene & Co Inc",
  "summary": "Obrien Greene & Co Inc is an SEC-registered investment advisory firm in Media, PA, registered since 1969, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.",
  "citation": "AdvisorCensus. Obrien Greene & Co Inc (CRD 110281): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Obrien Greene & Co Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Obrien Greene & Co Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Obrien Greene & Co Inc located?",
      "a": "Obrien Greene & Co Inc's principal office is in Media, PA, according to its Form ADV."
    },
    {
      "q": "Is Obrien Greene & Co Inc registered with the SEC or a state?",
      "a": "Obrien Greene & Co Inc is an SEC-registered investment advisory firm, registered since 1969. Status as filed: Approved. CRD 110281."
    },
    {
      "q": "How much does Obrien Greene & Co Inc manage?",
      "a": "Obrien Greene & Co Inc reports $464,333,784 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (91% discretionary)."
    },
    {
      "q": "How have Obrien Greene & Co Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Obrien Greene & Co Inc: Regulatory assets under management: $338,363,011 in the October 2021 data and $464,333,784 in the October 2026 data, up 37%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Obrien Greene & Co Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (89); individuals (other than high net worth individuals) (47); charitable organizations (11)."
    },
    {
      "q": "Which custodians does Obrien Greene & Co Inc use?",
      "a": "Obrien Greene & Co Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Obrien Greene & Co Inc report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110281"
    },
    {
      "q": "What changed in Obrien Greene & Co Inc's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 338363011.0,
      "total_employees": 6,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 394786674.0,
      "total_employees": 6,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 377170155.0,
      "total_employees": 6,
      "filing_date": "2023-06-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 391481636.0,
      "total_employees": 6,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 416754153.0,
      "total_employees": 6,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 464333784.0,
      "total_employees": 7,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $416,754,153 to $464,333,784 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 47,
      "fewer_than_5": false,
      "raum": 19686739.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 89,
      "fewer_than_5": false,
      "raum": 307649617.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 19848178.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 68367196.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 36123179.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 12658875.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110281",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}