AdvisorCensus / Financial advisors / District of Columbia / Washington / Thinagee Investments Inc.
Thinagee Investments Inc. is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.
Quick answers
From the filingHow is Thinagee Investments Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Thinagee Investments Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Thinagee Investments Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 17, 2026 states: Up to $1,500,000: 1% a year; $1,500,000 to $2,500,000: 0.75% a year; Above $2,500,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Thinagee Investments Inc. located?
Thinagee Investments Inc.'s principal office is in Bethesda, MD, according to its Form ADV.
Is Thinagee Investments Inc. registered with the SEC or a state?
Thinagee Investments Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 165054.
How much does Thinagee Investments Inc. manage?
Thinagee Investments Inc. reports $265,400,000 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (98% discretionary).
How have Thinagee Investments Inc.'s assets and staff changed since 2025?
In the Form ADV data for Thinagee Investments Inc.: Regulatory assets under management: $210,000,000 in the October 2025 data and $265,400,000 in the October 2026 data, up 26%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Thinagee Investments Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (11).
Which custodians does Thinagee Investments Inc. use?
Thinagee Investments Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. Advisor Services and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.
Does Thinagee Investments 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/165054
Does Thinagee Investments Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "TII generally requires a minimum account size of $2,000,000. However, smaller accounts are accepted from time to time at the discretion of the management."
What changed in Thinagee Investments Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $210,000,000 to $265,400,000 (+26%).
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
- Hourly charges
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 $1,500,000 | 1% |
| $1,500,000 to $2,500,000 | 0.75% |
| Above $2,500,000 | 0.5% |
The brochure's wording
Standard Fee Schedule: 1% on the appraised value of the first $1,500,000 of Assets under Management 0.75% on the appraised value of the next $1,000,000 of assets under management and 0.5% on the appraised value of any additional assets under management
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
TII generally requires a minimum account size of $2,000,000. However, smaller accounts are accepted from time to time at the discretion of the management.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 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$265,400,000 as of October 2026, filing dated September 30, 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
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $265,400,000 | 1 | September 30, 2026 |
| October 2025 | $210,000,000 | 1 | July 21, 2025 |
Regulatory assets under management: $210,000,000 in the October 2025 data and $265,400,000 in the October 2026 data, up 26%.
Total employees: 1 in October 2025 and 1 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- April 2026
- Regulatory assets under management went from $210,000,000 to $265,400,000 (+26%).
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. Thinagee Investments Inc. (CRD 165054): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/thinagee-investments-inc-bethesda-md-165054