SEC Form ADV · CIK 1906766

OLIO FINANCIAL PLANNING

Firm profile: OLIO Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA

$600.5M

Assets Under Management

1,640

Total Clients

Employees

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Registration Details

CIK: 1906766
Accession: CRD-282355
Location: MCLEAN, VA
Filing Date: March 4, 2026
AUM: $600.5M
Total Clients: 1,640
Institutional Clients: 9
Employees: 14
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

OLIO FINANCIAL PLANNING is a registered investment adviser headquartered in MCLEAN, VA, managing approximately $600.5M in assets across 1,640 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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