Fee-only adviser · Andover, MA
Old School Capital LLC
Old School Capital LLC is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Andover, Massachusetts. On its latest Form ADV, filed April 1, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 118226 |
| Office | One Lupine Road Andover, MA 01810 |
| Phone | (978) 475-9040 |
| Website | www.oldschoolcapital.com |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Andover
- Arborstone Financial, LLC $476M
- Abbot Financial Management, Inc $359M
- Cox Capital Management LLC $361M
- Retirement Resources Investment Corporation $2.4B
- Launch Financial Planning $50M
- Garch Capital LLC $7.8M
See all 7 fee-only advisers in Andover →
Nearby
- North Andover 6 firms
- Tewksbury 1 firm
- Wilmington 1 firm
- North Reading 2 firms
- Middleton 1 firm
- Reading 1 firm
- Lynnfield 5 firms
- Burlington 8 firms
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