# Old Security Group

> Old Security Group is a state-registered investment advisory firm in West Chester, PA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 163125
- Filed as: OLD SECURITY GROUP
- Legal name: Old Security Advisors, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163125
- AdvisorCensus page: https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125

## Quick answers

**How is Old Security Group compensated?**
On its Form ADV (Item 5.E, October 2026), Old Security Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Old Security Group located?**
Old Security Group's principal office is in West Chester, PA, according to its Form ADV.

**Is Old Security Group registered with the SEC or a state?**
Old Security Group is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 163125.

**How much does Old Security Group manage?**
Old Security Group reports $56,099,217 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Old Security Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (9).

**Does Old Security Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/163125

**What changed in Old Security Group's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $46,649,102 to $56,099,217 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $56,099,217
- Discretionary: $56,099,217
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $38,298,193 |
| High net worth individuals | 9 | $17,801,024 |

### 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: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [oldsecuritygroup.com](https://oldsecuritygroup.com)
- [osglegacyplanning.com](https://osglegacyplanning.com)
- [smartmoneyquestions.com](https://smartmoneyquestions.com)
- Facebook @OSGWEALTHSTRATEGY
- LinkedIn @OLD-SECURITY-GROUP

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $46,649,102 to $56,099,217 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Security Group (CRD 163125): Form ADV filing data as of October 2026.