RIA Intel›Advisers›Pennsylvania›OLD SECURITY ADVISORS, INC

OLD SECURITY ADVISORS, INC

Advisory

WEST CHESTER, PA

Data as of Feb 22, 2026 · Source: SEC Form ADV

Rank in PA

#1,056

of 1,528 advisers by AUM

Average account

$496K

across 94 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 22, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDE, MD, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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