{
  "crd_number": 130408,
  "slug": "investology-inc-reston-va-130408",
  "primary_business_name": "INVESTOLOGY INC.",
  "legal_name": "INVESTOLOGY INC.",
  "dbas": [],
  "city": "Reston",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 250000000.0,
  "raum_discretionary": 180000000.0,
  "raum_non_discretionary": 70000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 180000000.0,
      "count": 350
    },
    "pension_profit_sharing": {
      "raum": 70000000.0,
      "count": 100
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "MD",
    "MI",
    "NC",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://investologyinc.com",
    "https://investologyinc.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130408",
  "city_as_filed": "RESTON",
  "url": "https://advisorcensus.com/firm/investology-inc-reston-va-130408",
  "display_name": "Investology Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Investology Inc. (CRD 130408): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Investology Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investology Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Investology Inc.'s brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Investology Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Investology Inc. registered with the SEC or a state?",
      "a": "Investology Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 130408."
    },
    {
      "q": "How much does Investology Inc. manage?",
      "a": "Investology Inc. reports $250,000,000 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (72% discretionary)."
    },
    {
      "q": "How have Investology Inc.'s assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Investology Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Does Investology Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Investology Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Miami, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 138000000.0,
      "total_employees": 3,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 200000000.0,
      "total_employees": 5,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 250000000.0,
      "total_employees": 5,
      "filing_date": "2026-09-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Miami, FL."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in NC, PA."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $200,000,000 to $250,000,000 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.65%"
      },
      {
        "band": "$500,000 to $1,000,000",
        "rate": "1.45%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "1.25%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.65% a year",
          "$500,000 to $1,000,000: 1.45% a year",
          "Above $1,000,000: 1.25% a year"
        ],
        "quotes": [
          "0$ - $500,000.00            1.65% \nNext $500,000.00          1.45% \n$1 mill and above         1.25%"
        ]
      }
    ],
    "quotes": [
      "0$ - $500,000.00            1.65% \nNext $500,000.00          1.45% \n$1 mill and above         1.25%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/investology-inc-reston-va-130408.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 350,
      "fewer_than_5": false,
      "raum": 180000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 70000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130408",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}