{
  "crd_number": 126013,
  "slug": "old-glory-asset-management-llc-malvern-pa-126013",
  "primary_business_name": "OLD GLORY ASSET MANAGEMENT LLC",
  "legal_name": "OLD GLORY ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Malvern",
  "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": "2003-04-03",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 655945505.0,
  "raum_discretionary": 655945505.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 27708824.0,
      "count": 3,
      "description": "TAFT HARTLEY GENERAL ASSETS",
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 462845619.0,
      "count": 17
    },
    "corporations_other_businesses": {
      "raum": 165391062.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://oldgloryam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126013",
  "city_as_filed": "MALVERN",
  "url": "https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013",
  "display_name": "Old Glory Asset Management LLC",
  "summary": "Old Glory Asset Management LLC is an SEC-registered investment advisory firm in Malvern, PA, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Old Glory Asset Management LLC (CRD 126013): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Old Glory Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Old Glory Asset Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Old Glory Asset Management LLC located?",
      "a": "Old Glory Asset Management LLC's principal office is in Malvern, PA, according to its Form ADV."
    },
    {
      "q": "Is Old Glory Asset Management LLC registered with the SEC or a state?",
      "a": "Old Glory Asset Management LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 126013."
    },
    {
      "q": "How much does Old Glory Asset Management LLC manage?",
      "a": "Old Glory Asset Management LLC reports $655,945,505 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Old Glory Asset Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Old Glory Asset Management LLC: Regulatory assets under management: $597,597,629 in the October 2021 data and $655,945,505 in the October 2026 data, up 10%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Old Glory Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (17); other (3); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Old Glory Asset Management LLC use?",
      "a": "Old Glory Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Bank, Bank of Labor, First Hawaiian Bank and U.S. Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Old Glory Asset Management LLC report any disciplinary disclosures?",
      "a": "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/126013"
    },
    {
      "q": "What changed in Old Glory Asset Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $568,631,277 to $655,945,505 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 597597629.0,
      "total_employees": 2,
      "filing_date": "2021-08-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 618049393.0,
      "total_employees": 2,
      "filing_date": "2022-05-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 405472493.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 459965766.0,
      "total_employees": 2,
      "filing_date": "2024-03-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 568631277.0,
      "total_employees": 2,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 655945505.0,
      "total_employees": 2,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $568,631,277 to $655,945,505 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Amalgamated Bank",
      "name_as_filed": "AMALGAMATED BANK",
      "affiliated": false
    },
    {
      "name": "Bank of Labor",
      "name_as_filed": "BANK OF LABOR",
      "affiliated": false
    },
    {
      "name": "First Hawaiian Bank",
      "name_as_filed": "FIRST HAWAIIAN BANK",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "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/old-glory-asset-management-llc-malvern-pa-126013.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 462845619.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 165391062.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 27708824.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/126013",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}