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
Olio Financial Planning
Legal name Olio Financial Planning, LLC
Latest filing Mar 4, 2026
First filing on the tape Sep 13, 2017 · 18 filings
SEC status approved since Oct 13, 2017
RAUM
$601M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
97%
$585M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$54.6M
derived; firm RAUM over IAPD count
Employees
14
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$601M as of Mar 4, 2026
Mar 23, 2018$135M then
HNW client RAUM$472M as of Mar 4, 2026
Mar 23, 2018$71.2M then
State-registered IARs (5.B.3)11 as of Mar 4, 2026
Mar 23, 20185 then
Employees (5.A)14 as of Mar 4, 2026
Mar 23, 20185 then
Private funds: no history
RAUM +22% over the last fiscal year+23% a year over threeIARs 10 to 11
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $54.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $366,162derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 2.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +10%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.4%derived
- Compensation
- hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
- Custody
- $7.8M, 247 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$472M79%
- Individuals$113M19%
- Pension and profit-sharing plans$10.9M1.8%
- Charitable organizations$2.9M0.5%
- Corporations and businesses$2.0M0.3%
- Individual clients
- 215reported
- HNW clients
- 153reported
- Pension plan clients
- 9reported
- Charitable clients
- n/areported
- Accounts
- 1,640reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.8M for 247 clientsreported
- Compensation
- fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Andrew Joseph MillerCertified Financial Planner | Mclean, Va | Jan 20, 2016 | 16 y | 1 |
| Amanda Kathryn AnsellCertified Financial Planner | Mclean, Va | Nov 30, 2018 | 12 y | 1 |
| Spencer Thomas WerresCertified Financial Planner | Mclean, Va | Apr 16, 2020 | 11 y | 0 |
| Amy Elizabeth MooreCertified Financial Planner | Blacksburg, Va | Mar 17, 2021 | 11 y | 0 |
| Rachel Renee Potters | Mclean, Va | Jan 3, 2022 | 11 y | 0 |
| Kelly Elisabeth Ryan | Mclean, Va | Jan 5, 2022 | 13 y | 0 |
| Brian Christopher TalbottCertified Financial Planner | Downingtown, Pa | Jan 19, 2022 | 23 y | 2 |
| Michael Kevin HughesCertified Financial Planner | Franklin, Tn | Mar 24, 2023 | 13 y | 0 |
| Sarah Boyle RacekCertified Financial Planner | Mclean, Va | Oct 9, 2023 | 13 y | 0 |
| Brae Adele Beggs | Mclean, Va | Aug 14, 2024 | 10 y | 1 |
| John August LienertCertified Financial Planner | Blacksburg, Va | Feb 10, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Zachary Michael Smith to The Kelly GroupDec 18, 2020 · RIA to RIA
- Ashley Hall Coake to Cultivate Financial PlanningNov 14, 2018 · RIA to a state-registered adviser
Joined, latest
- Brae Adele Beggs from Vicus Capital, Inc.Aug 14, 2024 · RIA to RIA
- Brian Christopher Talbott from Vanguard Advisers, Inc.Jan 19, 2022 · Affiliated broker-dealer or bank to independent RIA
- Amanda Kathryn Ansell from Verus Financial PartnersNov 30, 2018 · RIA to RIA
- Ashley Hall Coake from Wealthcare Capital Management LLCJul 22, 2017 · Other
- Andrew Joseph Miller from D'Orazio Wealth AdvisorsJan 20, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Andrew Miller · Founder/Chief Executive Officer/Chief Compliance Officer/Managing Membercontrolsince 11/2015 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mclean, Va · principal | 11 | 1 | 0 | ||
| Blacksburg, Va | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Blacksburg, VA3 employees
What changed
consecutive filings, newest first
- Accounts · 1,586 to 1,640Oct 22, 2025 to Mar 4, 2026
- Advisory employees · 7 to 8Oct 22, 2025 to Mar 4, 2026
- Corporate clients · 7 to 10Oct 22, 2025 to Mar 4, 2026
- HNW clients · 147 to 153Oct 22, 2025 to Mar 4, 2026
- Individual clients · 216 to 215Oct 22, 2025 to Mar 4, 2026
- Assets in custody · $6.2M to $7.8MOct 22, 2025 to Mar 4, 2026
- Employees · 13 to 14Oct 22, 2025 to Mar 4, 2026
- State-registered IARs · 10 to 11Oct 22, 2025 to Mar 4, 2026
- Discretionary RAUM · $475M to $587MOct 22, 2025 to Mar 4, 2026
- HNW RAUM · $384M to $472MOct 22, 2025 to Mar 4, 2026
- Individual RAUM · $94.3M to $113MOct 22, 2025 to Mar 4, 2026
- Non-discretionary RAUM · $16.4M to $13.1MOct 22, 2025 to Mar 4, 2026
- Pension RAUM · $9.0M to $10.9MOct 22, 2025 to Mar 4, 2026
- RAUM · $492M to $601MOct 22, 2025 to Mar 4, 2026
- Accounts · 1,486 to 1,586Aug 14, 2024 to Mar 6, 2025
- Corporate clients · 6 to 7Aug 14, 2024 to Mar 6, 2025
- HNW clients · 133 to 147Aug 14, 2024 to Mar 6, 2025
- Individual clients · 210 to 216Aug 14, 2024 to Mar 6, 2025
- Pension plan clients · 10 to 9Aug 14, 2024 to Mar 6, 2025
- Assets in custody · $4.4M to $6.2MAug 14, 2024 to Mar 6, 2025
- Employees · 12 to 13Aug 14, 2024 to Mar 6, 2025
- Financial planning clients · 251-500 to 251-500Aug 14, 2024 to Mar 6, 2025
- State-registered IARs · 9 to 10Aug 14, 2024 to Mar 6, 2025
- Discretionary RAUM · $392M to $475MAug 14, 2024 to Mar 6, 2025
- HNW RAUM · $320M to $384MAug 14, 2024 to Mar 6, 2025
- Individual RAUM · $81.4M to $94.3MAug 14, 2024 to Mar 6, 2025
- Non-discretionary RAUM · $20.3M to $16.4MAug 14, 2024 to Mar 6, 2025
- Pension RAUM · $8.1M to $9.0MAug 14, 2024 to Mar 6, 2025
- RAUM · $413M to $492MAug 14, 2024 to Mar 6, 2025
- Accounts · 1,253 to 1,486Feb 9, 2024 to Mar 15, 2024
- Advisory employees · 9 to 7Feb 9, 2024 to Mar 15, 2024
- Advisory activities · 6 to 5Feb 9, 2024 to Mar 15, 2024
- Corporate clients · 0 to 6Feb 9, 2024 to Mar 15, 2024
- HNW clients · 87 to 133Feb 9, 2024 to Mar 15, 2024
- Individual clients · 221 to 210Feb 9, 2024 to Mar 15, 2024
- Pension plan clients · 8 to 10Feb 9, 2024 to Mar 15, 2024
- Pooled vehicle clients · 0.0 to unsetFeb 9, 2024 to Mar 15, 2024
- Assets in custody · $26.3M to $4.4MFeb 9, 2024 to Mar 15, 2024
- Employees · 15 to 12Feb 9, 2024 to Mar 15, 2024
- State-registered IARs · 10 to 9Feb 9, 2024 to Mar 15, 2024
Signals
1 dated events
- Olio Financial Planning filed its initial SEC registration (Form ADV)Sep 13, 2017 · 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 phone
- 540-961-6706reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 703-459-9299reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/meetolio/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- meetolio.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 703.459.9299reportedpublic record, Form ADV, Mar 4, 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
- $54.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026