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

Motley Fool Asset Management

Asset manager (funds and pooled vehicles)Alexandria, VirginiaCRD 149688SEC 801-69975websiteIAPD
Legal name Motley Fool Asset Management, LLC
Latest filing Jul 10, 2026
First filing on the tape Jan 31, 2012 · 30 filings
SEC status approved since Mar 23, 2009
RAUM
$2.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$2.6B as of Jul 10, 2026
Jun 29, 2012$273M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 10, 2026
Jun 29, 20120 then
Employees (5.A)14 as of Jul 10, 2026
Jun 28, 201312 then
Private funds: no history
RAUM +110% over the last fiscal year+16% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM 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
$434MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+48%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$2.6B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • John Nicholas Crow · President, Motley Fool Investment Management LLCcontrol
        since 01/2022 · owns less than 5%
      • John Steven Gilliam · Controllercontrol
        since 04/2023 · owns less than 5%
      • C Bryan Hinmon · Chief Investment Officercontrol
        since 01/2017 · owns less than 5%
      • Kerra Mcdonough · Chief Financial Officercontrol
        since 01/2018 · owns less than 5%
      • Finley Kelsey Mowrey · Presidentcontrol
        since 09/2020 · owns less than 5%
      • Dennis Kyle Wirth · Chief Compliance Officer And General Counselcontrol
        since 10/2020 · owns less than 5%
      • Herr David Gardner · Stockholdercontrol
        since 07/1994 · owns 25% to 50% of The Motley Fool Holdings, Inc.
      • Murphy Thomas Gardner · Stockholdercontrol
        since 07/1994 · owns 25% to 50% of The Motley Fool Holdings, Inc.
      Entity owners
      • Motley Fool Investment Management LLC · Managing Member
        direct · owns 75% or more
      • The Motley Fool Holdings, Inc · Holding Company
        indirect · owns 75% or more of Motley Fool Investment Management LLC
      Related persons
      Schedule D 7.A
      Advisers that list Motley Fool Asset Management as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Denver, CO2 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 10 to 12
        Jul 31, 2025 to Dec 23, 2025
      • BD registered reps · 0 to 1
        Jul 31, 2025 to Dec 23, 2025
      • Employees · 12 to 14
        Jul 31, 2025 to Dec 23, 2025
      • Discretionary RAUM · $1.8B to $2.6B
        Jul 31, 2025 to Dec 23, 2025
      • RAUM · $1.8B to $2.6B
        Jul 31, 2025 to Dec 23, 2025
      • Financial planning clients · unset to
        Feb 7, 2025 to Jul 31, 2025
      • Other offices · 1 to 0
        Feb 7, 2025 to Jul 31, 2025
      • Advisory employees · 9 to 10
        Dec 21, 2023 to Dec 17, 2024
      • Employees · 11 to 12
        Dec 21, 2023 to Dec 17, 2024
      • Discretionary RAUM · $1.2B to $1.8B
        Dec 21, 2023 to Dec 17, 2024
      • RAUM · $1.2B to $1.8B
        Dec 21, 2023 to Dec 17, 2024
      • Related bank · true to false
        Dec 21, 2023 to Dec 17, 2024
      • Related broker-dealer · true to false
        Dec 21, 2023 to Dec 17, 2024
      • Advisory employees · 8 to 9
        Nov 29, 2023 to Dec 21, 2023
      • Employees · 10 to 11
        Nov 29, 2023 to Dec 21, 2023
      • Discretionary RAUM · $1.1B to $1.2B
        Nov 29, 2023 to Dec 21, 2023
      • RAUM · $1.1B to $1.2B
        Nov 29, 2023 to Dec 21, 2023
      • Accounts · 4 to 6
        Feb 18, 2022 to Dec 22, 2022
      • Employees · 11 to 10
        Feb 18, 2022 to Dec 22, 2022
      • Discretionary RAUM · $1.7B to $1.1B
        Feb 18, 2022 to Dec 22, 2022
      • RAUM · $1.7B to $1.1B
        Feb 18, 2022 to Dec 22, 2022
      • Advisory employees · 6 to 8
        Dec 24, 2020 to Dec 23, 2021
      • Employees · 9 to 11
        Dec 24, 2020 to Dec 23, 2021
      • Discretionary RAUM · $1.4B to $1.7B
        Dec 24, 2020 to Dec 23, 2021
      • RAUM · $1.4B to $1.7B
        Dec 24, 2020 to Dec 23, 2021
      • Accounts · 5 to 4
        Oct 15, 2020 to Dec 24, 2020
      • Advisory employees · 8 to 6
        Oct 15, 2020 to Dec 24, 2020
      • Employees · 10 to 9
        Oct 15, 2020 to Dec 24, 2020
      • Discretionary RAUM · $1.3B to $1.4B
        Oct 15, 2020 to Dec 24, 2020
      • RAUM · $1.3B to $1.4B
        Oct 15, 2020 to Dec 24, 2020
      • Related bank · false to true
        Oct 15, 2020 to Dec 24, 2020
      • BD registered reps · 1 to 0
        Dec 17, 2019 to Oct 15, 2020
      • Employees · 11 to 10
        Dec 17, 2019 to Oct 15, 2020
      • Discretionary RAUM · $995M to $1.3B
        Dec 17, 2019 to Oct 15, 2020
      • RAUM · $995M to $1.3B
        Dec 17, 2019 to Oct 15, 2020
      • Related broker-dealer · false to true
        Dec 17, 2019 to Oct 15, 2020
      • Accounts · 4 to 5
        Sep 9, 2019 to Dec 13, 2019
      • Discretionary RAUM · $1.0B to $995M
        Sep 9, 2019 to Dec 13, 2019
      • RAUM · $1.0B to $995M
        Sep 9, 2019 to Dec 13, 2019
      • Accounts · 5 to 4
        Jul 24, 2019 to Sep 9, 2019
      Signals
      17 dated events
      • Motley Fool Asset Management reported RAUM $2.6B, up 41% from $1.8B (2025-07-31 to 2025-12-23)
        Dec 23, 2025 · RAUM change · derived
      • Motley Fool Asset Management reported RAUM $1.8B, up 48% from $1.2B (2023-12-21 to 2024-12-17)
        Dec 17, 2024 · RAUM change · derived
      • Blake Derek Newman (General Counsel) no longer on Schedule A of Motley Fool Asset Management (listed 2023-05-16, absent 2023-11-29)
        Nov 29, 2023 · Control person left · inference
      • Leigh Ann Shollenberger (Controller) no longer on Schedule A of Motley Fool Asset Management (listed 2022-12-22, absent 2023-04-28)
        Apr 28, 2023 · Control person left · inference
      • Steven Gilliam (Controller) appeared on Schedule A of Motley Fool Asset Management
        Apr 28, 2023 · Control person joined · fact
      • Motley Fool Asset Management reported RAUM $1.1B, down 36% from $1.7B (2022-02-18 to 2022-12-22)
        Dec 22, 2022 · RAUM change · derived
      • Blake Derek Newman (General Counsel) appeared on Schedule A of Motley Fool Asset Management
        Dec 22, 2022 · Control person joined · fact
      • John Nicholas Crow (President, Motley Fool Investment Management Llc) appeared on Schedule A of Motley Fool Asset Management
        Feb 18, 2022 · Control person joined · fact
      • Richard Randal Coon (Appointed Manager) no longer on Schedule A of Motley Fool Asset Management (listed 2021-12-23, absent 2022-02-18)
        Feb 18, 2022 · Control person left · inference
      • Motley Fool Asset Management reported RAUM $1.3B, up 32% from $995.1M (2019-12-17 to 2020-10-15)
        Oct 15, 2020 · RAUM change · derived
      • Daniel Charles Martin (Chief Compliance Officer) no longer on Schedule A of Motley Fool Asset Management (listed 2019-12-17, absent 2020-10-15)
        Oct 15, 2020 · Control person left · inference
      • Joseph Carl Hendley (President And Manager) no longer on Schedule A of Motley Fool Asset Management (listed 2019-12-17, absent 2020-10-15)
        Oct 15, 2020 · Control person left · inference
      • Finley Kelsey Mowrey (President) appeared on Schedule A of Motley Fool Asset Management
        Oct 15, 2020 · Control person joined · fact
      • Dennis Kyle Wirth (Chief Compliance Officer) appeared on Schedule A of Motley Fool Asset Management
        Oct 15, 2020 · Control person joined · fact
      • 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)
        Sep 9, 2019 · Control person left · inference
      • Joseph Carl Hendley (Vice President) appeared on Schedule A of Motley Fool Asset Management
        Jul 24, 2019 · Control person joined · fact
      • Richard Randal Coon (Appointed Manager) appeared on Schedule A of Motley Fool Asset Management
        Jul 24, 2019 · Control person joined · 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
      Firm profile
      linkedin.com/company/motley-fool-asset-managementreportedpublic record, Form ADV, Sep 17, 2026
      Website
      FOOLETFS.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      703-302-1100reportedpublic record, Form ADV, Jul 10, 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
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026