Data / Investment advisers / Virginia / Motley Fool Asset Management
Motley Fool Asset Management, Alexandria, VA: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Motley Fool Asset Management is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $2.6 billion in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
The request: Watch Motley Fool Asset Management (CRD number 149688): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 149688
- SEC file number
- 801-69975
- SEC status
- Approved, effective March 23, 2009
- Legal name
- Motley Fool Asset Management, LLC
- Main office
- 2000 Duke Street Suite 300, Alexandria, VA 22314
- Phone
- (703) 302-1100
- Regulatory AUM
- $2,603,671,290 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $2,603,671,290
- Accounts
- 6
- Employees
- 14, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $2.60 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $2.60 billion | December 23, 2025 |
| December 1, 2025 | $1.84 billion | July 31, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Capital | Alexandria | $13.84 billion | 30 | adviserinfo.sec.gov |
| Oxford Finance Advisors, LLC | Alexandria | $2.41 billion | 4 | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | $1.42 billion | Not listed | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Motley Fool Asset Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.