DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Investology Inc.
Latest filing Sep 16, 2026
First filing on the tape Jun 6, 2024 · 12 filings
SEC status approved since Aug 30, 2024
RAUM
$250M
reported, Item 5.F
Discretionary
72%
of RAUM
Private clients
72%
$180M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$62.5M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$250M as of Aug 10, 2026
Mar 3, 2025$200M then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Aug 10, 2026
Mar 3, 20253 then
Employees (5.A)5 as of Aug 10, 2026
Mar 3, 20255 then
Private funds: no history
RAUM +25% over the last fiscal yearIARs 3 to 3offices 0 to 1
Practice profile
derived from the filing of Sep 16, 2026; every figure names its basis
- RAUM per advisor
- $62.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $555,556derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 72%derivedof RAUM
- Institutional
- 28%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$180M72%
- Pension and profit-sharing plans$70.0M28%
- Individual clients
- 350reported
- HNW clients
- n/areported
- Pension plan clients
- 100reported
- Charitable clients
- n/areported
- Accounts
- 450reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.72 fund_share=0.0 institutional_share=0.28 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ameen Mohammad Estaiteyeh | Reston, Va | Jun 4, 2004 | 26 y | 1 |
| Amr Mohammed Anwar Alian | Reston, Va | Nov 16, 2005 | 22 y | 1 |
| Ehab Aly SelimCertified Financial Planner | Miami, Fl | Jul 11, 2017 | 22 y | 5 |
| Omar Hazem Barakat | Reston, Va | Mar 24, 2026 | 10 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Omar Hazem Barakat from Legacy Wealth Management Inc.Mar 24, 2026 · RIA to RIA
- Ehab Aly Selim from Osaic Fa, Inc.Jul 11, 2017 · Other
- Amr Mohammed Anwar Alian from Azzad Asset Management, Inc.Nov 16, 2005 · Other
- Ameen Mohammad Estaiteyeh from Azzad Asset Management, Inc.Jun 4, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mohammed Anwar Amr Alian · Investment Advisorcontrolsince 03/2011 · owns 10% to 25%
- Mohammad Ameen Estaiteyeh · Ceo/Ccocontrolsince 05/2003 · owns 75% or more
Related persons
Schedule D 7.A
- Amr Alianinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reston, Va · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 1-10 to 1-10Aug 10, 2026 to Sep 16, 2026
- Other offices · 0 to 1Aug 10, 2026 to Sep 16, 2026
- Succession · false to unsetAug 10, 2026 to Sep 16, 2026
- Accounts · 425 to 450Mar 3, 2025 to Apr 1, 2026
- Individual clients · 325 to 350Mar 3, 2025 to Apr 1, 2026
- Discretionary RAUM · $140M to $180MMar 3, 2025 to Apr 1, 2026
- Individual RAUM · $140M to $180MMar 3, 2025 to Apr 1, 2026
- Non-discretionary RAUM · $60.0M to $70.0MMar 3, 2025 to Apr 1, 2026
- Pension RAUM · $60.0M to $70.0MMar 3, 2025 to Apr 1, 2026
- RAUM · $200M to $250MMar 3, 2025 to Apr 1, 2026
- Accounts · 400 to 425Sep 9, 2024 to Mar 3, 2025
- Individual clients · 300 to 325Sep 9, 2024 to Mar 3, 2025
- Employees · 3 to 5Sep 9, 2024 to Mar 3, 2025
- Financial planning clients · 1-10 to 1-10Sep 9, 2024 to Mar 3, 2025
- Discretionary RAUM · $98.0M to $140MSep 9, 2024 to Mar 3, 2025
- Individual RAUM · $98.0M to $140MSep 9, 2024 to Mar 3, 2025
- Non-discretionary RAUM · $40.0M to $60.0MSep 9, 2024 to Mar 3, 2025
- Pension RAUM · $40.0M to $60.0MSep 9, 2024 to Mar 3, 2025
- RAUM · $138M to $200MSep 9, 2024 to Mar 3, 2025
- HQ city · unset to RESTONAug 19, 2024 to Aug 22, 2024
- HQ state · unset to VAAug 19, 2024 to Aug 22, 2024
- Other offices · 1 to 0Aug 19, 2024 to Aug 22, 2024
Signals
1 dated events
- Investology Inc. filed its initial SEC registration (Form ADV)Jun 6, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@investologyinc.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- sana@investologyinc.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-429-1975reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 571-313-1804reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 571-313-1815reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- INVESTOLOGYINC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 703-429-1975reportedpublic record, Form ADV, Sep 16, 2026
- Contact form
- INVESTOLOGYINC.COM/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- INVESTOLOGYINC.COM/team-member-01reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $62.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026