Motley Fool Asset Management

RIASEC RegisteredEst. 2009
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$434M
Accounts
6
Employees
14
Advisory reps
5

Firm details

Headquarters
Alexandria, Virginia
CRD number
149688
Registered since
March 23, 2009
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Motley Fool Asset Management is a limited liability company that operates as an institutional registered investment adviser. Founded in 2009, the firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for investment companies, and it also functions as an investment sponsor and general partner or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Anthony Arsta

    Anthony Arsta

    Chief Investment OfficerCRD 8034784

  • Kyle Wirth

    Chief Compliance OfficerCRD 6979608

  • Kerra McDonough

    Kerra McDonough

    Chief Financial OfficerCRD 6927282

Contacts

2 of 2
  • Kelsey Mowrey

    Kelsey Mowrey

    PresidentCRD 7305266

  • Steven Gilliam

    Steven Gilliam

    ControllerCRD 7729233

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alexandria, VA

Alexandria City

Location

Alexandria, VA

Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Alexandria City
Address
2000 Duke St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth