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 a limited liability company that has been SEC-registered since 2009. It operates with an institutional client focus and bills primarily as a percentage-of-AUM adviser. Its listed advisory activity is portfolio management for investment companies, and its public filings indicate it is not marketed as an ESG-focused manager. The firm is also identified as an adviser/sponsor and managing member or general partner of pooled investment vehicles, which suggests it performs manager and sponsor roles in addition to acting as an investment adviser.

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

    Chief Investment OfficerCRD 8034784

  • Kyle Wirth

    Chief Compliance OfficerCRD 6979608

  • Kerra McDonough

    Chief Financial OfficerCRD 6927282

Contacts

2 of 2
  • Kelsey Mowrey

    PresidentCRD 7305266

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth