Investology Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Reston, VA. Its latest Form ADV filing, dated April 1, 2026, reports $250M in regulatory assets under management, 5 employees, and 450 accounts.
Assets Under Management
$250M
Employees
5
Offices
--
Total Clients
450
Primary office
RESTON, VA
1939 ROLAND CLARKE PLACE SUITE 350, RESTON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
350
2
Pension Plans
22.2%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of April 1, 2026
Discretionary72.0%
$180M
72% of total RAUM72.0%
Non-discretionary28.0%
$70M
28% of total RAUM28.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$250M
Total Accounts450
10Y AUM Change+$112M (+81.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee90:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.