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MOTLEY FOOL ASSET MANAGEMENT

Legal name: MOTLEY FOOL ASSET MANAGEMENT, LLC

CRD 149688File 801-69975
APPROVED
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.60B
Top 25% of cohort (national)
Discretionary AUM
$2.60B
Clients
6
6 accounts
Employees
14
Top 25% of cohort in VA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Mar 23, 2009
Principal office
2000 DUKE STREET, SUITE 300, ALEXANDRIA, VA, 22314-6101
Phone
703-302-1100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.60B
Discretionary AUM
$2.60B
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$433.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies6$2.60B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jan 1, 2026Employees1214increased by2
Jan 1, 2026AUM$1,841,033,142$2,603,671,290increased by$762,638,148
May 1, 2025
vs Oct 1, 2022
Employees1112increased by1
May 1, 2025
vs Oct 1, 2022
Clients46increased by2
May 1, 2025
vs Oct 1, 2022
AUM$1,665,123,421$1,841,033,142increased by$175,909,721
May 1, 2025
vs Oct 1, 2022
Accounts46increased by2
Jan 1, 2022Employees911increased by2
Jan 1, 2022AUM$1,404,218,755$1,665,123,421increased by$260,904,666
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MOTLEY FOOL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOTLEY FOOL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.