Olio Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 4, 2026, reports $601M in regulatory assets under management, 14 employees, 1 office, and 1,640 accounts.
Assets Under Management
$601M
Employees
14
Offices
1 office
Total Clients
387
Primary office
MCLEAN, VA
1751 PINNACLE DRIVE, SUITE 600, MCLEAN, VA, United States
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
215
2
HNWI
39.5%
153
3
Corporations
2.6%
10
4
Pension Plans
2.3%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$601Mas of March 4, 2026
Discretionary97.8%
$587M
98% of total RAUM97.8%
Non-discretionary2.2%
$13M
2% of total RAUM2.2%
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$601M
Total Accounts1,640
10Y AUM Change+$477M (+385.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee28:1
10Y Employee Change+9 (+180.0%)
* 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.