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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

THE ITHAKA GROUP, LLC

CRD 146975

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:293a5173-447f-9ae2-fb28-32fcdbf1f99d

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jan 25, 2012 to Jul 17, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.46 fund_share=0.37 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $572MItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $572M
Private client RAUM: $265MderivedItem 5.D individuals plus high net worth individuals
Private client share: 46%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $191Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 126
Individual clients: 10
High net worth clients: 97
SEC number: 801-69086
CRD: 146975
Filings on the tape: 35
First filed: Jan 25, 2012
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, DE
Website: ithakagroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT ELLIS O'GORMAN	Chartered Financial Analyst	ARLINGTON, VA	2	25	2	no
ANDREW JOSEPH COLYER	Chartered Financial Analyst	ARLINGTON, VA	2	32	2	no
Daniel J White	Chartered Financial Analyst	ARLINGTON, VA	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLYER, ANDREW, JOSEPH	Member	C	yes	01/2023	Jan 25, 2012	Feb 25, 2024
COLYER, ANDREW, JOSEPH	MANAGER, DIRECTOR OF RESEARCH	Na	yes	06/2008	Jan 25, 2012	Feb 25, 2024
KATZEN, ROBERT, ALAN	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	07/2008	Jan 25, 2012	Feb 25, 2024
O'GORMAN, SCOTT, ELLIS	Member	C	yes	05/2008	Jan 25, 2012	Feb 25, 2024
O'GORMAN, SCOTT, ELLIS	CHIEF INVESTMENT OFFICER	Na	yes	01/2023	Jan 25, 2012	Feb 25, 2024
ODYSSEUS MANAGEMENT, LLC	Member	E	yes	06/2008	Jan 25, 2012	Feb 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$572M	$572M	7	4	0	n/a	n/a
2024	Feb 18, 2025	$555M	$555M	7	5	0	n/a	n/a
2023	Feb 25, 2024	$515M	$515M	8	5	0	n/a	n/a
2022	Jan 27, 2023	$450M	$450M	8	5	0	n/a	n/a
2021	Feb 17, 2022	$855M	$855M	8	5	0	n/a	n/a
2020	Feb 18, 2021	$914M	$914M	8	5	0	n/a	n/a
2019	Mar 2, 2020	$607M	$607M	8	5	0	n/a	n/a
2018	Mar 26, 2019	$553M	$553M	8	5	0	n/a	n/a
2017	Mar 29, 2018	$574M	$574M	7	4	0	n/a	n/a
2016	Feb 14, 2017	$512M	$512M	7	4	n/a	n/a	n/a
2015	Feb 22, 2016	$756M	$756M	7	4	n/a	n/a	n/a
2014	Mar 24, 2015	$649M	$649M	7	4	n/a	n/a	n/a
2013	Feb 10, 2014	$535M	$535M	6	3	n/a	n/a	n/a
2012	Feb 12, 2013	$304M	$304M	6	3	n/a	n/a	n/a
2011	Jan 25, 2012	$174M	$174M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$572M	$555M	3.1%	$450M	8.3%	7	7	0	0

Relationships

Registered with (3)

← Daniel J WhiteAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← SCOTT ELLIS O'GORMANAdvisorregistration: current employment
Nov 15, 2023 to presentfactForm ADV
← ANDREW JOSEPH COLYERAdvisorregistration: current employment
Nov 15, 2023 to presentfactForm ADV

Controls (4)

← O'GORMAN, SCOTT, ELLISOwnerMEMBER, ownership code C, individual
Jan 25, 2012 to Feb 25, 2024factForm ADV
← COLYER, ANDREW, JOSEPHOwnerMEMBER, ownership code C, individual
Jan 25, 2012 to Feb 25, 2024factForm ADV
← KATZEN, ROBERT, ALANOwnerCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 25, 2012 to Feb 25, 2024factForm ADV
← ODYSSEUS MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Jan 25, 2012 to Feb 25, 2024factForm ADV

Dated events

Occurred
Jan 27, 2023
Regulatory AUM changed
The Ithaka Group, Llc reported RAUM $449.9M, down 47% from $855.4M (2022-02-17 to 2023-01-27)
Form ADVobserved 3 days ago
$-405M
Occurred
Jan 27, 2023
Control person left
Lee William Johnson (Manager, Chief Executive Officer, Chief Investment Officer) no longer on Schedule A of The Ithaka Group, Llc (listed 2022-02-17, absent 2023-01-27)
Form ADVobserved 3 days ago
Occurred
Feb 18, 2021
Regulatory AUM changed
The Ithaka Group, Llc reported RAUM $913.6M, up 50% from $607.1M (2020-06-29 to 2021-02-18)
Form ADVobserved 3 days ago
$306M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:293a5173-447f-9ae2-fb28-32fcdbf1f99d
First observed: Jan 25, 2012
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE ITHAKA GROUP, LLC

CRD 146975

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:293a5173-447f-9ae2-fb28-32fcdbf1f99d

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT ELLIS O'GORMAN

Chartered Financial Analyst

ARLINGTON, VA

ANDREW JOSEPH COLYER

Chartered Financial Analyst

ARLINGTON, VA

Daniel J White

Chartered Financial Analyst

ARLINGTON, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLYER, ANDREW, JOSEPH

Member

yes

01/2023

Jan 25, 2012

Feb 25, 2024

COLYER, ANDREW, JOSEPH

MANAGER, DIRECTOR OF RESEARCH

yes

06/2008

Jan 25, 2012

Feb 25, 2024

KATZEN, ROBERT, ALAN

CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER

yes

07/2008

Jan 25, 2012

Feb 25, 2024

O'GORMAN, SCOTT, ELLIS

Member

yes

05/2008

Jan 25, 2012

Feb 25, 2024

O'GORMAN, SCOTT, ELLIS

CHIEF INVESTMENT OFFICER

yes

01/2023

Jan 25, 2012

Feb 25, 2024

ODYSSEUS MANAGEMENT, LLC

Member

yes

06/2008

Jan 25, 2012

Feb 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$572M

n/a

2024

Feb 18, 2025

$555M

n/a

2023

Feb 25, 2024

$515M

n/a

2022

Jan 27, 2023

$450M

n/a

2021

Feb 17, 2022

$855M

n/a

2020

Feb 18, 2021

$914M

n/a

2019

Mar 2, 2020

$607M

n/a

2018

Mar 26, 2019

$553M

n/a

2017

Mar 29, 2018

$574M

n/a

2016

Feb 14, 2017

$512M

n/a

2015

Feb 22, 2016

$756M

n/a

2014

Mar 24, 2015

$649M

n/a

2013

Feb 10, 2014

$535M

n/a

2012

Feb 12, 2013

$304M

n/a

2011

Jan 25, 2012

$174M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$572M

$555M

3.1%

$450M

8.3%