# 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.

- CRD: 130408
- Filed as: INVESTOLOGY INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130408
- AdvisorCensus page: https://advisorcensus.com/firm/investology-inc-reston-va-130408

## Quick answers

**How 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.

**How much does Investology Inc. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- 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

> 0$ - $500,000.00 1.65% Next $500,000.00 1.45% $1 mill and above 1.25%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $250,000,000
- Discretionary: $180,000,000
- Non-discretionary: $70,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $180,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 100 | $70,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, MD, MI, NC, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- investologyinc.com
- investologyinc.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $138,000,000 | 3 | September 9, 2024 |
| October 2025 | $200,000,000 | 5 | March 3, 2025 |
| October 2026 | $250,000,000 | 5 | September 16, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investology Inc. (CRD 130408): Form ADV filing data as of October 2026.