# Old Field Advisors LLC

> Old Field Advisors LLC is an SEC-registered investment advisory firm in Setauket, NY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 134519
- Filed as: OLD FIELD ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Setauket, NY
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134519
- AdvisorCensus page: https://advisorcensus.com/firm/old-field-advisors-llc-setauket-ny-134519

## Quick answers

**How is Old Field Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Old Field Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Old Field Advisors LLC located?**
Old Field Advisors LLC's principal office is in Setauket, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Old Field Advisors LLC registered with the SEC or a state?**
Old Field Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 134519.

**How much does Old Field Advisors LLC manage?**
Old Field Advisors LLC reports $30,627,004 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Old Field Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Old Field Advisors LLC: Regulatory assets under management: $28,087,981 in the October 2021 data and $30,627,004 in the October 2026 data, up 9%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Old Field Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Which custodians does Old Field Advisors LLC use?**
Old Field Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Old Field Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134519

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Minimum annual fee: $6,500

> Old Field Advisors does not have a minimum asset policy but we do charge a minimum fee of $6,500 per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $30,627,004
- Discretionary: $30,627,004
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $341,350 |
| High net worth individuals | 10 | $28,202,047 |
| Charitable organizations | Fewer than 5 | $2,083,607 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Melville, NY
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- oldfieldadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $28,087,981 | 1 | July 21, 2021 |
| October 2022 | $30,537,880 | 1 | April 18, 2022 |
| October 2023 | $26,648,356 | 1 | May 2, 2023 |
| October 2024 | $26,164,025 | 1 | April 29, 2024 |
| October 2025 | $28,335,875 | 1 | March 20, 2025 |
| October 2026 | $30,627,004 | 1 | March 20, 2026 |

Regulatory assets under management: $28,087,981 in the October 2021 data and $30,627,004 in the October 2026 data, up 9%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Field Advisors LLC (CRD 134519): Form ADV filing data as of October 2026.