# Old Glory Asset Management LLC

> 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.

- CRD: 126013
- Filed as: OLD GLORY ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Malvern, PA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126013
- AdvisorCensus page: https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013

## Quick answers

**How is Old Glory Asset Management LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Old Glory Asset Management LLC located?**
Old Glory Asset Management LLC's principal office is in Malvern, PA, according to its Form ADV.

**Is Old Glory Asset Management LLC registered with the SEC or a state?**
Old Glory Asset Management LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 126013.

**How much does Old Glory Asset Management LLC manage?**
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).

**How have Old Glory Asset Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Old Glory Asset Management LLC serve?**
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).

**Which custodians does Old Glory Asset Management LLC use?**
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.

**Does Old Glory Asset Management 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/126013

**What changed in Old Glory Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $568,631,277 to $655,945,505 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Amalgamated Bank
- Bank of Labor
- First Hawaiian Bank
- U.S. Bank

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: $655,945,505
- Discretionary: $655,945,505
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $462,845,619 |
| Corporations or other businesses not listed above | 1 | $165,391,062 |
| Other | 3 | $27,708,824 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $597,597,629 | 2 | August 13, 2021 |
| October 2022 | $618,049,393 | 2 | May 24, 2022 |
| October 2023 | $405,472,493 | 2 | March 31, 2023 |
| October 2024 | $459,965,766 | 2 | March 23, 2024 |
| October 2025 | $568,631,277 | 2 | March 27, 2025 |
| October 2026 | $655,945,505 | 2 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $568,631,277 to $655,945,505 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Glory Asset Management LLC (CRD 126013): Form ADV filing data as of October 2026.