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INVESTOLOGY INC.

RESTON, VA · CRD 130408 · IAPD ↗ · investologyinc.net · 703-429-1975

$250.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — INVESTOLOGY INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
September 2026 — INVESTOLOGY INC. notice-filed in NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
May 2026 — INVESTOLOGY INC. reported RAUM up 25% ($200.0M -> $250.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2025 — INVESTOLOGY INC. reported RAUM up 45% ($138.0M -> $200.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
September 2024 — INVESTOLOGY INC. (RESTON, VA) is newly SEC-registered with $138.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.