Fee-only adviser · Reston, VA
Investology Inc.
Investology Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Reston, Virginia. On its latest Form ADV, filed October 22, 2026, it reports $250M in regulatory assets under management, 350 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 130408 · SEC file 801-130627 |
| Office | 1939 Roland Clarke Place Suite 350 Reston, VA 20191 |
| Phone | (703) 429-1975 |
| Website | www.investologyinc.net |
| Regulatory assets under management | $250M ($180M discretionary) |
| Individual clients | 350 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Reston
- Acorn Financial Advisory Services, Inc. $1.4B
- The Burney Company $3.6B
- Kaplan Wealth Management, Inc. $89M
- Hopwood Financial Services, Inc. $750M
- Piedmont Wealth Advisory $354M
- Independent Financial Planning $46M
See all 16 fee-only advisers in Reston →
Nearby
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- Tysons Corner 1 firm
- Vienna 15 firms
- Great Falls 2 firms
- McLean 26 firms
- Sterling 2 firms
- Tysons 2 firms
- Chantilly 2 firms
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