Old Security Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,649,102
Clients
62
10% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
TypicalAverage account size
$752,405
About
Old Security Group provides discretionary asset management and financial planning to individual and high‑net‑worth clients. Like many supported firms, it charges percentage‑of‑AUM advisory fees and delivers ongoing portfolio management for individual accounts.
The firm manages client accounts on a discretionary basis and uses model portfolios and third‑party co‑advisers to implement investment programs, while remaining the primary client contact and overseeing suitability. Its investment process draws on fundamental, technical and cyclical analysis, and its planning services range from basic reviews to comprehensive plans that may include tax preparation, estate review, and coordination with other professionals.
Compared with many peers, Old Security Group maintains affiliated businesses that provide insurance and tax services (Old Security Trust Corp. and OSG Tax Pros, Inc.), and the brochure discloses that a material portion of firm time is devoted to those activities and that they may generate separate compensation. The firm also uses co‑advisory and model‑portfolio arrangements (Advisory Alpha, LLC and Matson Money) with disclosed fee‑sharing, which the firm identifies as a potential conflict and manages through client disclosures and consent.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Income planning
Fee options
Fixed fees range from $500 to $1,500 for basic plan and $1,500 to $5,000 for comprehensive plan
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$250 per hour
Fee-only: Hourly rate $250; Fixed fees $500 to $1,500 for basic plan; $1,500 to $5,000 for comprehensive plan
Main office location
Old Security Group
1475 Phoenixville Pike, Suite 103
West Chester PA 19380, United States
Number of offices
2
Most active in
Old Security Group has reported serving >5 clients in these states in the last 12 months.
Delaware · Maryland · Pennsylvania
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
Quick links
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