OLD SCHOOL CAPITAL LLC

RIASEC Registered

Total AUM

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Avg account

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Employees

Advisory reps

Firm details

Headquarters: ANDOVER, Massachusetts
CRD number: 118226
Website: www.oldschoolcapital.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Old School Capital LLC operates as a limited liability company that functions as a capital allocator for institutional clients. The firm offers a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. Fee arrangements are flexible—Old School Capital bills by a percentage of AUM, hourly charges and fixed fees—suggesting it serves a range of client engagements from ongoing portfolio mandates to project-based consulting. The firm identifies as non-ESG oriented and is not described as a multi-state adviser. Its industry affiliation with an accountant points to a practice that likely emphasizes tax-aware planning and coordination with external professionals. Given the stated activity of selecting other advisers and allocating to third-party alternative managers, manager selection and oversight appear to be a core capability rather than running large proprietary investment sleeves.