Investment adviser · CRD 130408
INVESTOLOGY INC.
Investment adviser filing (IA)
RESTON, VA, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $250M Form ADV · Item 5.F
- Client accounts
- 450 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 350 | $180,000,000 | 72.0% |
| Retirement plans | 100 | $70,000,000 | 28.0% |
Filing source
Form ADV 2132975 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
1939 ROLAND CLARKE PLACE, SUITE 350RESTON, VA, 20191, United States
CRD 130408
Filing source
Form ADV 2132975 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.