AdvisorCensus / Financial advisors / District of Columbia / Washington / Motley Fool Asset Management
Motley Fool Asset Management
Filed as MOTLEY FOOL ASSET MANAGEMENT · Legal name Motley Fool Asset Management, LLC
Motley Fool Asset Management is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Motley Fool Asset Management compensated?
On its Form ADV (Item 5.E, October 2026), Motley Fool Asset Management reports these compensation arrangements: a percentage of assets under its management.
Where is Motley Fool Asset Management located?
Motley Fool Asset Management's principal office is in Alexandria, VA, according to its Form ADV.
Is Motley Fool Asset Management registered with the SEC or a state?
Motley Fool Asset Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149688.
How much does Motley Fool Asset Management manage?
Motley Fool Asset Management reports $2,603,671,290 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).
How have Motley Fool Asset Management's assets and staff changed since 2021?
In the Form ADV data for Motley Fool Asset Management: Regulatory assets under management: $1,404,218,755 in the October 2021 data and $2,603,671,290 in the October 2026 data, up 85%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Motley Fool Asset Management serve?
By number of clients on Form ADV Item 5.D: investment companies (6).
Does Motley Fool Asset Management 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/149688
What changed in Motley Fool Asset Management's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
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
Regulatory assets under management
Item 5.F$2,603,671,290 as of October 2026, filing dated September 23, 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- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Motley Fool Asset Management, LLC
- Also doing business as
- FOOL FUNDS, MFAM FUNDS, MOTLEY FOOL FUNDS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 14. Performing investment advisory functions: 12.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 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 | $2,603,671,290 | 14 | September 23, 2026 |
| October 2025 | $1,841,033,142 | 12 | July 31, 2025 |
| October 2024 | $1,242,450,236 | 11 | December 21, 2023 |
| October 2023 | $1,072,838,116 | 10 | May 16, 2023 |
| October 2022 | $1,665,123,421 | 11 | February 18, 2022 |
| October 2021 | $1,404,218,755 | 9 | December 24, 2020 |
Regulatory assets under management: $1,404,218,755 in the October 2021 data and $2,603,671,290 in the October 2026 data, up 85%.
Total employees: 9 in October 2021 and 14 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
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Employees performing advisory functions went from 10 to 12.
- Regulatory assets under management went from $1,841,033,142 to $2,603,671,290 (+41%).
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. Motley Fool Asset Management (CRD 149688): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/motley-fool-asset-management-alexandria-va-149688