INVESTOLOGY INC.

INVESTOLOGY INC. of RESTON, VA is an SEC-registered investment adviser (CRD 130408). Regulatory assets under management: $250.0M.

Registration

• CRD: 130408
• SEC file number: 801-130627
• Type: Registered investment adviser
• Location: 1939 ROLAND CLARKE PLACE SUITE 350, RESTON, VA, 20191
• Phone: 703-429-1975
• Latest filing: 2026-04-01
• Regulatory AUM: $250.0M
• Discretionary AUM: $180.0M
• Non-discretionary AUM: $70.0M
• Clients: 5
• Accounts: 450

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search