Old Forge Advisors

Overview

Old Forge Advisors is a small, boutique registered investment adviser organized as a limited liability company that focuses on fee-based portfolio management for individual and family clients. The firm’s stated activities include discretionary portfolio management for individuals and small businesses, pension consulting services and running educational seminars or workshops. Ownership is held by an individual, and the adviser does not position itself as an ESG investor or a multi-state adviser. Investment posture is heavily equity‑oriented. Portfolios are centered on exchange‑traded equities and liquid, publicly traded vehicles. Given the firm’s client base and size, implementation appears to favor straightforward, transparent instruments and model-like allocations rather than broad use of complex external allocators.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices