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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

MOTLEY FOOL ASSET MANAGEMENT

MOTLEY FOOL ASSET MANAGEMENT, LLC, CRD 149688

ALEXANDRIA, 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:d490d18a-ee9d-3f8f-759a-e6741c6ac402

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 17
On other graphs: 0
Observed: Jan 31, 2012 to Jul 10, 2026
30 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Individual clients: 0
High net worth clients: 0
SEC number: 801-69975
CIK: 1512814
CRD: 149688
Filings on the tape: 30
First filed: Jan 31, 2012
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, DE

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
CROW, NICHOLAS, JOHN	PRESIDENT, MOTLEY FOOL INVESTMENT MANAGEMENT LLC	Na	yes	01/2022	Feb 18, 2022	Dec 17, 2024
GARDNER, DAVID, HERR	Stockholder	C	yes	07/1994	Jan 31, 2012	Dec 17, 2024
GARDNER, THOMAS, MURPHY	Stockholder	C	yes	07/1994	Jan 31, 2012	Dec 17, 2024
GILLIAM, STEVEN, JOHN	Controller	Na	yes	04/2023	Apr 28, 2023	Dec 17, 2024
HINMON, BRYAN, C	CHIEF INVESTMENT OFFICER	Na	yes	01/2017	Jan 17, 2017	Dec 17, 2024
McDonough, Kerra	CHIEF FINANCIAL OFFICER	Na	yes	01/2018	Mar 16, 2018	Dec 17, 2024
MOTLEY FOOL INVESTMENT MANAGEMENT LLC	MANAGING MEMBER	E	yes	12/2018	Dec 14, 2018	Dec 17, 2024
Mowrey, Kelsey, Finley	President	Na	yes	09/2020	Oct 15, 2020	Dec 17, 2024
THE MOTLEY FOOL HOLDINGS, INC	HOLDING COMPANY	E	yes	06/2008	Jul 24, 2019	Dec 17, 2024
Wirth, Kyle, Dennis	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	Na	yes	10/2020	Oct 15, 2020	Dec 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOTLEY FOOL WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$1.6B	N	yes	n/a
MOTLEY FOOL VENTURES GP, LLC	n/a	n/a	n/a	N	yes	n/a
MOTLEY FOOL VENTURES II GP, LLC	n/a	n/a	n/a	N	yes	n/a
MOTLEY FOOL VENTURES MANAGEMENT LLC	n/a	State registered	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	2	no

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; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 7, 2025	$1.8B	$1.8B	12	10	1	n/a	n/a
2023	Dec 21, 2023	$1.2B	$1.2B	11	9	1	n/a	n/a
2022	Dec 22, 2022	$1.1B	$1.1B	10	8	1	n/a	n/a
2021	Dec 23, 2021	$1.7B	$1.7B	11	8	1	n/a	n/a
2020	Dec 24, 2020	$1.4B	$1.4B	9	6	1	n/a	n/a
2019	Dec 13, 2019	$995M	$995M	11	8	1	n/a	n/a
2018	Dec 14, 2018	$936M	$936M	11	6	1	n/a	n/a
2017	Dec 15, 2017	$731M	$731M	13	6	1	n/a	n/a
2016	Jan 3, 2017	$595M	$595M	14	7	n/a	n/a	n/a
2015	Oct 26, 2015	$680M	$680M	15	7	n/a	n/a	n/a
2014	Jun 30, 2014	$659M	$659M	12	4	n/a	n/a	n/a
2013	Jun 28, 2013	$409M	$409M	12	4	n/a	n/a	n/a
2012	Jun 29, 2012	$273M	$273M	n/a	n/a	n/a	n/a	n/a

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
2024	$2.6B	$1.2B	109.6%	$1.7B	16.1%	14	11	0	1

Relationships

Affiliated with (4)

→ MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MOTLEY FOOL VENTURESRegistered adviserother investment adviser, common control
factForm ADV
← MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← 1623 CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (10)

← HINMON, BRYAN, COwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 17, 2017 to Dec 17, 2024factForm ADV
← GARDNER, THOMAS, MURPHYOwnerSTOCKHOLDER, ownership code C, individual
Jan 31, 2012 to Dec 17, 2024factForm ADV
← GARDNER, DAVID, HERROwnerSTOCKHOLDER, ownership code C, individual
Jan 31, 2012 to Dec 17, 2024factForm ADV
← CROW, NICHOLAS, JOHNOwnerPRESIDENT, MOTLEY FOOL INVESTMENT MANAGEMENT LLC, ownership code NA, individual
Feb 18, 2022 to Dec 17, 2024factForm ADV
← McDonough, KerraOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 16, 2018 to Dec 17, 2024factForm ADV
← Wirth, Kyle, DennisOwnerCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, ownership code NA, individual
Oct 15, 2020 to Dec 17, 2024factForm ADV
← Mowrey, Kelsey, FinleyOwnerPRESIDENT, ownership code NA, individual
Oct 15, 2020 to Dec 17, 2024factForm ADV
← GILLIAM, STEVEN, JOHNOwnerCONTROLLER, ownership code NA, individual
Apr 28, 2023 to Dec 17, 2024factForm ADV
← MOTLEY FOOL INVESTMENT MANAGEMENT LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 14, 2018 to Dec 17, 2024factForm ADV
← THE MOTLEY FOOL HOLDINGS, INCOwnerHOLDING COMPANY, ownership code E, domestic entity
Jul 24, 2019 to Dec 17, 2024factForm ADV

Dated events

Occurred
Dec 23, 2025
Regulatory AUM changed
Motley Fool Asset Management reported RAUM $2.6B, up 41% from $1.8B (2025-07-31 to 2025-12-23)
Form ADVobserved 4 days ago
$763M
Occurred
Dec 17, 2024
Regulatory AUM changed
Motley Fool Asset Management reported RAUM $1.8B, up 48% from $1.2B (2023-12-21 to 2024-12-17)
Form ADVobserved 4 days ago
$599M
Occurred
Nov 29, 2023
Control person left
Blake Derek Newman (General Counsel) no longer on Schedule A of Motley Fool Asset Management (listed 2023-05-16, absent 2023-11-29)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2023
Control person left
Leigh Ann Shollenberger (Controller) no longer on Schedule A of Motley Fool Asset Management (listed 2022-12-22, absent 2023-04-28)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2023
Control person joined
Steven Gilliam (Controller) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago
Occurred
Dec 22, 2022
Regulatory AUM changed
Motley Fool Asset Management reported RAUM $1.1B, down 36% from $1.7B (2022-02-18 to 2022-12-22)
Form ADVobserved 4 days ago
$-592M
Occurred
Dec 22, 2022
Control person joined
Blake Derek Newman (General Counsel) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago
Occurred
Feb 18, 2022
Control person joined
John Nicholas Crow (President, Motley Fool Investment Management Llc) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago
Occurred
Feb 18, 2022
Control person left
Richard Randal Coon (Appointed Manager) no longer on Schedule A of Motley Fool Asset Management (listed 2021-12-23, absent 2022-02-18)
Form ADVobserved 4 days ago
Occurred
Oct 15, 2020
Regulatory AUM changed
Motley Fool Asset Management reported RAUM $1.3B, up 32% from $995.1M (2019-12-17 to 2020-10-15)
Form ADVobserved 4 days ago
$320M
Occurred
Oct 15, 2020
Control person left
Daniel Charles Martin (Chief Compliance Officer) no longer on Schedule A of Motley Fool Asset Management (listed 2019-12-17, absent 2020-10-15)
Form ADVobserved 4 days ago
Occurred
Oct 15, 2020
Control person left
Joseph Carl Hendley (President And Manager) no longer on Schedule A of Motley Fool Asset Management (listed 2019-12-17, absent 2020-10-15)
Form ADVobserved 4 days ago
Occurred
Oct 15, 2020
Control person joined
Finley Kelsey Mowrey (President) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago
Occurred
Oct 15, 2020
Control person joined
Dennis Kyle Wirth (Chief Compliance Officer) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago
Occurred
Sep 9, 2019
Control person left
Renee Hawkins Denise Coursey (President And Manager) no longer on Schedule A of Motley Fool Asset Management (listed 2019-07-24, absent 2019-09-09)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2019
Control person joined
Joseph Carl Hendley (Vice President) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago
Occurred
Jul 24, 2019
Control person joined
Richard Randal Coon (Appointed Manager) appeared on Schedule A of Motley Fool Asset Management
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d490d18a-ee9d-3f8f-759a-e6741c6ac402
First observed: Jan 31, 2012
Last observed: Jul 10, 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.

MOTLEY FOOL ASSET MANAGEMENT

MOTLEY FOOL ASSET MANAGEMENT, LLC, CRD 149688

ALEXANDRIA, 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:d490d18a-ee9d-3f8f-759a-e6741c6ac402

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CROW, NICHOLAS, JOHN

PRESIDENT, MOTLEY FOOL INVESTMENT MANAGEMENT LLC

yes

01/2022

Feb 18, 2022

Dec 17, 2024

GARDNER, DAVID, HERR

Stockholder

yes

07/1994

Jan 31, 2012

Dec 17, 2024

GARDNER, THOMAS, MURPHY

Stockholder

yes

07/1994

Jan 31, 2012

Dec 17, 2024

GILLIAM, STEVEN, JOHN

Controller

yes

04/2023

Apr 28, 2023

Dec 17, 2024

HINMON, BRYAN, C

CHIEF INVESTMENT OFFICER

yes

01/2017

Jan 17, 2017

Dec 17, 2024

McDonough, Kerra

CHIEF FINANCIAL OFFICER

yes

01/2018

Mar 16, 2018

Dec 17, 2024

MOTLEY FOOL INVESTMENT MANAGEMENT LLC

MANAGING MEMBER

yes

12/2018

Dec 14, 2018

Dec 17, 2024

Mowrey, Kelsey, Finley

President

yes

09/2020

Oct 15, 2020

Dec 17, 2024

THE MOTLEY FOOL HOLDINGS, INC

HOLDING COMPANY

yes

06/2008

Jul 24, 2019

Dec 17, 2024

Wirth, Kyle, Dennis

CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL

yes

10/2020

Oct 15, 2020

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOTLEY FOOL WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$1.6B

yes

n/a

MOTLEY FOOL VENTURES GP, LLC

n/a

yes

n/a

MOTLEY FOOL VENTURES II GP, LLC

n/a

yes

n/a

MOTLEY FOOL VENTURES MANAGEMENT LLC

n/a

State registered

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Denver

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 7, 2025

$1.8B

n/a

2023

Dec 21, 2023

$1.2B

n/a

2022

Dec 22, 2022

$1.1B

n/a

2021

Dec 23, 2021

$1.7B

n/a

2020

Dec 24, 2020

$1.4B

n/a

2019

Dec 13, 2019

$995M

n/a

2018

Dec 14, 2018

$936M

n/a

2017

Dec 15, 2017

$731M

n/a

2016

Jan 3, 2017

$595M

n/a

2015

Oct 26, 2015

$680M

n/a

2014

Jun 30, 2014

$659M

n/a

2013

Jun 28, 2013

$409M

n/a

2012

Jun 29, 2012

$273M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$2.6B

$1.2B

109.6%

$1.7B

16.1%