OLD GLORY ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2003
Total AUM
$656M
Discretionary
$656M
100% of AUM
Avg account
$31.2M
Accounts
21
Employees
2
Advisory reps
2

Firm details

Headquarters
MALVERN, Pennsylvania
CRD number
126013
Registered since
April 3, 2003
Custodians
FIRST HAWAIIAN BANK, U.S. BANK, N.A., AMALGAMATED BANK, BANK OF LABOR
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans70.56%
  • Corporations / Businesses25.21%
  • Other4.22%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Glory Asset Management LLC is an SEC‑registered investment adviser organized as a limited liability company that focuses on institutional portfolio management and selection of other advisers. The firm operates as a capital allocator for a small number of institutional clients and charges fees based on a percentage of assets under management. Its advisory mandate centers on discretionary management, with an emphasis on publicly traded equities as the principal allocation tool. The firm does not position itself as an active ESG investor and is not structured primarily as a multi‑state adviser or pension consultant. Its stated advisory activities emphasize managing portfolios for businesses or institutions and sourcing external managers where appropriate, suggesting a blend of in‑house portfolio oversight and delegated manager relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, US Government Bonds 8%, Investment Grade Corp Bonds 7%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, Other 1%80%
  • Exchange Traded Equities80%
  • US Government Bonds8%
  • Investment Grade Corp Bonds7%
  • Non-Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • MARY DOUGHERTY

    CEO & Co-FounderCRD 2302342

Contacts

1 of 1
  • JOHN DOUGHERTY

    President, Co-FounderCRD 1947270

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MALVERN, PA

CHESTER

Location

MALVERN, PA

Headquartered in MALVERN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CHESTER
Address
5 Great Valley Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth