Old Glory Asset Management Llc
- Regulatory AUM
- $656M
- Discretionary
- $656M
- Clients
- 21
- Avg AUM / client
- $31.2M
- Accounts
- 21
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 17 | $463M | 70.6% |
| Corporations and other businesses | 1 | $165M | 25.2% |
| Other | 3 | $27.7M | 4.22% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern California Ibew Neca Pension Plan Board Of Trustees, Southern California Ibew Neca | 2024 | |
| Sheet Metal Workers Pension Fund Of Local Union No. 19 Sheet Metal Workers Pension Fund Of Local Union | 2024 | |
| Cement Masons Union Local 592 Pension Plan Trustees Of The Cement Masons Union Local 592 Pension Plan | 2024 | |
| Masons Pension Plan Board Of Trustees Of Masons Pension Trust Fund | Honolulu, HI | 2024 |
| Hawaii Masons And Plasterers Annuity Plan Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | Honolulu, HI | 2024 |
| United Union Of Roofers Local 8 Annuity Fund United Union Of Roofers Local 8 Annuity Fund | 2024 | |
| Steamfitters Local Union No. 420 Pension Plan Board Of Trustees Of Steamfitters Lu 420 Pension Plan | 2024 | |
| Operative Plasterers & Cement Masons Officers & Employees Pension Fund Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | 2024 | |
| Local 837 Pension Plan Local 837 Pension Plan Board Of Trustees | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dougherty, John, Joseph | President/Co Founder | Mar 2003 (23y) | 25% – 50% | |
| Dougherty, Mary, Jean | Ceo/Cco/Co Founder | Mar 2003 (23y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern California Ibew Neca Pension Plan | Board Of Trustees, Southern California Ibew Neca | 8,335 | $1.6B | 07/01/2024 |
| Sheet Metal Workers Pension Fund Of Local Union No. 19 | Sheet Metal Workers Pension Fund Of Local Union | 1,833 | $519M | 05/01/2024 |
| Cement Masons Union Local 592 Pension Plan | Trustees Of The Cement Masons Union Local 592 Pension Plan | 395 | $139M | 05/01/2024 |
| Masons Pension Plan | Board Of Trustees Of Masons Pension Trust Fund | 1,248 | $284M | 03/01/2024 |
| Hawaii Masons And Plasterers Annuity Plan | Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | 1,088 | $127M | 03/01/2024 |
| United Union Of Roofers Local 8 Annuity Fund | United Union Of Roofers Local 8 Annuity Fund | 1,519 | $191M | 01/01/2024 |
| Steamfitters Local Union No. 420 Pension Plan | Board Of Trustees Of Steamfitters Lu 420 Pension Plan | 2,425 | $644M | 01/01/2024 |
| Operative Plasterers & Cement Masons Officers & Employees Pension Fund | Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | 325 | $109M | 01/01/2024 |
| Local 837 Pension Plan | Local 837 Pension Plan Board Of Trustees | 84 | $20.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- First Hawaiian Bank $184M (28% of AUM) Mar 2026
- U.S. Bank $165M (25% of AUM) Mar 2026
- Amalgamated Bank $153M (23% of AUM) Mar 2026
- Bank Of Labor $74.4M (11% of AUM) Mar 2026
- Wells Fargo $66.1M (11% of AUM) May 2022
- Pnc Financial Services Group, Inc. $65.2M (14% of AUM) Mar 2024
- Principal Financial $46.0M (10% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗