Data / Investment advisers / Virginia / Olio Financial Planning
Olio Financial Planning, McLean, VA: $601 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Olio Financial Planning is an SEC registered investment adviser with its main office in McLean, Virginia and reports $601 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through hourly charges and fixed fees.
The request: Watch Olio Financial Planning (CRD number 282355): 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
- 282355
- SEC file number
- 801-111849
- SEC status
- Approved, effective October 13, 2017
- Legal name
- Olio Financial Planning, LLC
- Main office
- 1751 Pinnacle Drive Suite 600, McLean, VA 22102
- Phone
- (703) 459-9299
- Regulatory AUM
- $600,505,998 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $587,387,548
- Non discretionary AUM
- $13,118,450
- Accounts
- 1,640
- Employees
- 14, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 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 |
|---|---|---|
| High net worth individuals | 153 | $471.6 million |
| Individuals (other than high net worth individuals) | 215 | $113.2 million |
| Pension and profit sharing plans | 9 | $10.9 million |
| Charitable organizations | Fewer than 5 | $2.9 million |
| Corporations or other businesses | 10 | $2 million |
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 |
|---|---|---|
| April 1, 2026 | $600.5 million | March 4, 2026 |
| December 1, 2025 | $491.9 million | October 22, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pointoak Retirement Advisors | McLean | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Brown | Miller Wealth Management, LLC | McLean | $991.1 million | Not listed | adviserinfo.sec.gov |
| Aztlan Equity Management, LLC | McLean | $851.1 million | 4 | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | $786.2 million | Not listed | adviserinfo.sec.gov |
| Kah Capital Management, LLC | McLean | $605.3 million | 2 | adviserinfo.sec.gov |
| Ravenswood Partners LP | McLean | $436.1 million | 1 | adviserinfo.sec.gov |
| Sagevest Wealth Management | McLean | $423.2 million | Not listed | adviserinfo.sec.gov |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Olio Financial Planning 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.