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THINAGEE INVESTMENTS INC.

BETHESDA, MD · CRD 165054 · IAPD ↗ · thinagee.com · 240-235-1846

$265.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — THINAGEE INVESTMENTS INC. moved its main office from CHEVY CHASE, MD to BETHESDA, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2026 — THINAGEE INVESTMENTS INC. reported RAUM up 26% ($210.0M -> $265.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — THINAGEE INVESTMENTS INC. (CHEVY CHASE, MD) is newly SEC-registered with $210.0M RAUM and 1 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.