Motley Fool Asset Management

RIASEC RegisteredEst. 2009
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$434M
Accounts
6
Employees
14
Advisory reps
5

Firm details

Headquarters
Alexandria, Virginia
CRD number
149688
Registered since
March 23, 2009
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Motley Fool Asset Management is an SEC-registered limited liability company that provides portfolio management primarily for investment companies. The firm, registered since 2009, serves an institutional client base and charges fees as a percentage of assets under management. It does not identify as an active ESG investor and does not operate as a multi-state adviser. In its capacity as an adviser and sponsor, the firm also functions as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Anthony Arsta

    Anthony Arsta

    Chief Investment OfficerCRD 8034784

  • Kyle Wirth

    Chief Compliance OfficerCRD 6979608

  • Kerra McDonough

    Kerra McDonough

    Chief Financial OfficerCRD 6927282

Contacts

2 of 2
  • Kelsey Mowrey

    Kelsey Mowrey

    PresidentCRD 7305266

  • Steven Gilliam

    Steven Gilliam

    ControllerCRD 7729233

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alexandria, VA

Alexandria City

Location

Alexandria, VA

Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Alexandria City
Address
2000 Duke St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth