DFX Intelligence

O•• S••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

O•• S••••••• G••••

OLD S••••••• ADVISORS, INC, CRD 163125

WEST CHESTER, PA

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Search this name across graphsid dfx:ria:9e7922e1-bb61-1b2d-e126-954c7dc49ae8

Data as of Feb 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2026 to Feb 22, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $46.6M••• Locked
Discretionary RAUM: $46.6M
Private client RAUM: $46.6Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• S• H••••••	n/a	WEST CHESTER, PA	14	15	n/a	no

Relationships

Registered with (2)

← M•••••• S• H••••••Advisorregistration: current employment
Apr 27, 2012 to presentfactForm ADV
← B•••• M•••••• M••••••••Advisorregistration: previous registration
Apr 2, 2013 to Jul 2, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e7922e1-bb61-1b2d-e126-954c7dc49ae8
First observed: Feb 22, 2026
Last observed: Feb 22, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.