Obrien Greene & Co provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Obrien Greene & Co reports 148 clients. They include 89 high-net-worth individuals, 47 individual clients and 11 charitable organizations. Of its assets, 90.7% ($421M across 331 accounts) are managed with discretion; $43.2M across 24 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 4% |
| High-net-worth individuals | 60% | 66% |
| Pooled investment vehicles | <1% | 4% |
| Pension and profit-sharing plans | Fewer than 5 | 15% |
| Charitable organizations | 7% | 8% |
| Other client typesOther | Not reported | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $19.7M | 4.2% | $419K |
| High-net-worth individuals | 89 | $308M | 66.3% | $3.46M |
| Pooled investment vehicles | 1 | $19.8M | 4.3% | $19.8M |
| Pension and profit-sharing plans | Fewer than 5 | $68.4M | 14.7% | — |
| Charitable organizations | 11 | $36.1M | 7.8% | $3.28M |
| Other | Fewer than 5 | $12.7M | 2.7% | — |
| Total | 148 | $464M | 100% | — |
- Clients
- 47
- Regulatory AUM
- $19.7M
- AUM share
- 4.2%
- Avg. per client
- $419K
- Clients
- 89
- Regulatory AUM
- $308M
- AUM share
- 66.3%
- Avg. per client
- $3.46M
- Clients
- 1
- Regulatory AUM
- $19.8M
- AUM share
- 4.3%
- Avg. per client
- $19.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $68.4M
- AUM share
- 14.7%
- Avg. per client
- —
- Clients
- 11
- Regulatory AUM
- $36.1M
- AUM share
- 7.8%
- Avg. per client
- $3.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.7M
- AUM share
- 2.7%
- Avg. per client
- —
Total
- Clients
- 148
- Regulatory AUM
- $464M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Obrien Greene & Co charges 0.50%–0.85% a year for its Advisory services fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $4,250 annual minimum. The brochure also prices 4 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 0.85% |
| $2M–$4M | 0.75% |
| $4M–$5M | 0.65% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- 401(k) consulting
- Plan consulting billed at a fixed or hourly fee depending on the scope of the project; estimates provided before engaging.
- In-depth financial planning
- More in-depth financial plans are billed at a negotiated hourly fee; basic planning is included in the advisory fee.
- Young adult children program
- For young adult children of clients, with no minimum account balance: a $250 fee for the first year, then 0.95% of assets.
- Young professionals program
- Program for young professionals at 0.85% of assets.
Matthew Obrien owns 75% or more of Obrien Greene & Co. The leadership team of Obrien Greene & Co includes President Matthew Obrien and Chief Compliance Officer James Foggo. It has 7 employees, 4 of them in advisory roles.
Leadership
- Matthew ObrienPresident
- James FoggoChief Compliance Officer
- Elizabeth O'BrienCorporate Secretary
- Mark ObrienChairman
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Obrien Greene & Co Inc
Matthew Obrien
Control person · since July 2020
Obrien Greene & Co’s regulatory assets grew from $338M (March 2021) to $464M (June 2026); clients fell from 180 to 148 and employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $464M | 148 | 7 | 1 |
| March 2025 | $417M | 150 | 6 | 2 |
| February 2024 | $391M | 159 | 6 | 2 |
| June 2023 | $377M | 160 | 6 | 2 |
| March 2022 | $395M | 160 | 6 | 1 |
| March 2021 | $338M | 180 | 6 | 1 |
Besides its headquarters, Obrien Greene & Co has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 218 W. State Street, MediaHQ
Contact and registration details
- Legal name
- Obrien Greene & Co Inc
- Headquarters
- 218 W. State Street, Media, PA 19063
- Website
- obriengreene.com
- Phone
- 610-891-7880
- @o'brien-greene-&-co-
- SEC file
- 801-5866
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Obrien Greene & Co uses Fidelity ($300M, 71%) and Charles Schwab ($124M, 29%) as custodians for its separately managed accounts. Obrien Greene & Co has custody of $19.8M in client assets for 1 client.
- FidelityNational Financial Services LLC · Boston, MA · $300M71%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CO · $124M29%
At year end, Obrien Greene & Co’s separately managed accounts were mostly in stocks (76%) and bonds (16%).
What the accounts hold
- Stocks76%
- Funds5%
- Bonds16%
- Investment grade corporate bonds8%
- U.S. government and agency bonds7%
- State and local bonds1%
- Cash3%
How many clients does Obrien Greene & Co have?
Obrien Greene & Co has 148 clients and manages $464 million for them, as of June 2026. They include 89 high-net-worth individuals, 47 individual clients and 11 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Obrien Greene & Co offer?
Obrien Greene & Co provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Obrien Greene & Co charge?
Obrien Greene & Co charges 0.50%–0.85% a year for its Advisory services fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $4,250 annual minimum.
Source: O'BRIEN GREENE & CO. INC. PART 2A, filed 12 March 2026
Which custodians does Obrien Greene & Co use?
Obrien Greene & Co’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $300M and Charles Schwab & Co., Inc. (San Francisco, CO), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026
How many financial advisors does Obrien Greene & Co have?
Obrien Greene & Co has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Obrien Greene & Co invest in?
At the end of its last fiscal year, Obrien Greene & Co’s separately managed accounts held 76% exchange-traded equities, 8% investment grade corporate bonds, 7% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% state and local bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Obrien Greene & Co?
Obrien Greene & Co’s direct owner is Matthew Obrien (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Obrien Greene & Co get paid?
Obrien Greene & Co is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Obrien Greene & Co?
Obrien Greene & Co’s main office is at 218 W. State Street, Media, PA 19063. Its phone number is 610-891-7880. Its website is obriengreene.com.