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.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$601MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$587M

Private client RAUM

$585MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

11

RAUM per advisor

$54.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

14

Advisory employees

8

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,640

Individual clients

215

High net worth clients

153

Custody, client assets

$7.8M

SEC number

801-111849

CIK

1906766

CRD

282355

Filings on the tape

18

First filed

Sep 13, 2017

Latest filed

Mar 4, 2026

Organised

Limited Liability Company, VA

• Occurred

  Sep 13, 2017
  First Form ADV filing

  Olio Financial Planning filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:414ce2cf-ee52-5927-4efe-c2df262b8a91

First observed

Sep 13, 2017

Last observed

Mar 4, 2026 6 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.