CHEVY CHASE, MDCRD 165054Latest ADV March 17, 2026
Thinagee Investments Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated March 17, 2026, reports $265M in regulatory assets under management, 1 employee, and 188 accounts.
Assets Under Management
$265M
Employees
1
Offices
--
Total Clients
40
Primary office
CHEVY CHASE, MD
2 WISCONSIN CIRCLE, SUITE 700, CHEVY CHASE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.5% of total clients.
Top client categories% of clientsClients
1
HNWI
72.5%
29
2
Individuals
27.5%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of March 17, 2026
Discretionary98.4%
$261M
98% of total RAUM98.4%
Non-discretionary1.6%
$4M
2% of total RAUM1.6%
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.
Total AUM$265M
Total Accounts188
10Y AUM Change+$55M (+26.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* 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.