Old Security Group

RIAState Registered

Total AUM

$56.1M

Discretionary

$56.1M

100% of AUM

Avg account

$534K

Accounts

105

Employees

Advisory reps

Firm details

Headquarters: West Chester, Pennsylvania
CRD number: 163125
Website: oldsecuritygroup.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals68.27%
HNWI31.73%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Security Group operates as an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party advisers and managers on behalf of clients. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm reports relationships with accountants and an insurance company as industry affiliations and does not identify as an active ESG investor or a multi‑state adviser.