Old Forge Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$793,506
Total clients
3
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$264,502
About
Old Forge Advisors is an independent investment advisory firm that provides discretionary portfolio management to individuals, families, trusts, charities, businesses, and qualified retirement and pension plans. As of 12/31/2025 the firm reported approximately $793,506 in discretionary assets under management and offers portfolio management, retirement plan consulting, and related advisory services.
The firm constructs custom portfolios using a strategic asset-allocation framework and a proprietary methodology, drawing on macroeconomic, fundamental, quantitative, qualitative, technical, and cyclical analysis as appropriate. Portfolios are monitored and rebalanced periodically, and the firm may use limited margin for liquidity-managed needs; it also provides regular plan- and client-level reviews and reporting.
What is notable about Old Forge Advisors for a firm of its size is the emphasis on qualified plan work: it offers non-discretionary and discretionary plan-level and participant-level advice, prepares investment policy statements, performs performance monitoring, and conducts educational meetings and enrollment seminars. The firm indicates it can serve as an ERISA fiduciary (Section 3(21) and/or 3(38)) for plans and also makes life insurance available through a third-party provider as an ancillary offering.
Client services
Portfolio management
Pension consulting
Educational seminars or workshops
Life insurance offered through dpl financial
Life insurance offered through dpl financial
Expertise
Wealth management
Fee options
1.50% annually
Main office location
Old Forge Advisors
Chicago IL, United States
Number of offices
1
Most active in
Old Forge Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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