OLIO FINANCIAL PLANNING
OLIO FINANCIAL PLANNING, LLC Legal Name
Adviser information for OLIO FINANCIAL PLANNING last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,437 | $392.3M |
| Non-Discretionary | 49 | $20.3M |
| Total | 1,486 | $412.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 210 | $81.4M |
| HNW Individuals | 133 | $319.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 10 | $8.1M |
| Charitable organizations | <5 | $2.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $977,624 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | Hourly chargesFixed fees |
Principal Office
1751 PINNACLE DRIVESUITE 600
MCLEAN
VA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 703.459.9299, Fax: 703.459.9699
Chief Compliance Officer
ANDREW MILLER
FOUNDER & CEO
1751 PINNACLE DRIVE
SUITE 600
MCLEAN
VA
United States
Tel:
703 459 9299
Fax:
703 459 9699
A*****@***********M
(Full email address available in API data)
Regulatory Contact
RACHEL POTTERS
DIRECTOR OF COMPLIANCE
301 SOUTH MAIN STREET
SUITE 203
BLACKSBURG
VA
United States
Tel:
540-961-6706
R*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLER, ANDREW, JOSEPH | Individual | – | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 11/2015 | > 75% |