AdvisorCensus / Financial advisors / District of Columbia / Washington / Investology Inc.
Investology Inc. is an SEC-registered investment advisory firm in Reston, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.
Quick answers
From the filingHow is Investology Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Investology Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Investology Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated April 1, 2026 states: Up to $500,000: 1.65% a year; $500,000 to $1,000,000: 1.45% a year; Above $1,000,000: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Investology Inc. located?
Investology Inc.'s principal office is in Reston, VA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Investology Inc. registered with the SEC or a state?
Investology Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 130408.
How much does Investology Inc. manage?
Investology Inc. reports $250,000,000 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (72% discretionary).
How have Investology Inc.'s assets and staff changed since 2024?
In the Form ADV data for Investology Inc.: Regulatory assets under management: $138,000,000 in the October 2024 data and $250,000,000 in the October 2026 data, up 81%. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Investology Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); pension and profit sharing plans (but not the plan participants or government pension plans) (100).
Does Investology Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130408
What changed in Investology Inc.'s recent Form ADV filings?
In the October 2026 filing data: Added an office in Miami, FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.65% |
| $500,000 to $1,000,000 | 1.45% |
| Above $1,000,000 | 1.25% |
The brochure's wording
0$ - $500,000.00 1.65% Next $500,000.00 1.45% $1 mill and above 1.25%
As stated in the firm's Form ADV Part 2A brochure dated April 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$250,000,000 as of October 2026, filing dated September 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $250,000,000 | 5 | September 16, 2026 |
| October 2025 | $200,000,000 | 5 | March 3, 2025 |
| October 2024 | $138,000,000 | 3 | September 9, 2024 |
Regulatory assets under management: $138,000,000 in the October 2024 data and $250,000,000 in the October 2026 data, up 81%.
Total employees: 3 in October 2024 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added an office in Miami, FL.
- September 2026
- Registered or notice-filed in NC, PA.
- May 2026
- Regulatory assets under management went from $200,000,000 to $250,000,000 (+25%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Investology Inc. (CRD 130408): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/investology-inc-reston-va-130408