Investology Inc.

Overview

Investology Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional accounts, with a business emphasis on financial planning and portfolio management for individuals and small businesses. Compensation is fee-based, calculated as a percentage of assets under management. Investology reports an owner-type of individual and lists an industry affiliation with accounting professionals. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives