RIA Intel›Advisers›Virginia›OLIO FINANCIAL PLANNING, LLC

OLIO FINANCIAL PLANNING, LLC

Advisory

N·MCLEAN, VA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$601M

1-Year AUM Growth

+19.2%

3-Year CAGR

+18.1%

Employees

8

Assets Under Management

Total AUM$601M

Discretionary AUM$587M

Non-Discretionary AUM$13M

Discretionary %97.8%

Total Clients379

Team

Total Employees8

Investment Advisers14

Employee Growth (1Y)-22.2%

Filing History

Total Filings on Record16

First FilingSep 13, 2017

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLIO FINANCIAL PLANNING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.