Olio Financial Planning, LLC
● SEC registered since 2017CRD 282355SEC# 801-111849McLean, VA
Reg. AUM
$600.5M
Employees
14
Accounts
1,640
Location
McLean, VA
Olio Financial Planning, LLC assets under management
Olio Financial Planning, LLC is a registered investment adviser overseen by the SEC based in McLean, VA. The firm has been registered since 2017. It reports $600.5 million in regulatory assets under management and employs 14 people.
Olio Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Miller Control | Founder/Chief Executive Officer/Chief Compliance Officer/Managing Member | Over 75% | 2015 |
Frequently asked questions
How much does Olio Financial Planning, LLC manage?
Olio Financial Planning, LLC reports $600.5 million in regulatory assets under management on its Form ADV.
How many employees does Olio Financial Planning, LLC have?
Olio Financial Planning, LLC reports 14 employees.
Where is Olio Financial Planning, LLC located?
Olio Financial Planning, LLC is based in McLean, VA and has been SEC-registered since 2017.
Does Olio Financial Planning, LLC disclose fund performance?
Olio Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1751 Pinnacle Drive, Suite 600, McLean, VA 22102-4007 |
| Phone | 703.459.9299 |
| Fax | 703.459.9699 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1906766 |
| Discloses disciplinary history | No |
Regulatory AUM
$600.5M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$600.5Mregulatory AUM
Discretionary $587.4MNon-discretionary $13.1M