← Directory
THINAGEE INVESTMENTS INC.
CRD 165054File 801-132510
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$265.4M
Below cohort median (national)
Discretionary AUM
$261.2M
Non-discretionary $4.2M
Clients
40
188 accounts
Employees
1
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 23, 2025
- Principal office
- 2 WISCONSIN CIRCLE, SUITE 700, CHEVY CHASE, MD, 20815
- Phone
- 240-235-1846
- Website
- HTTP://WWW.THINAGEE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $265.4M
- Discretionary AUM
- $261.2M
- Non-discretionary AUM
- $4.2M
- Discretionary accounts
- 186
- Non-discretionary accounts
- 2
- Total accounts
- 188
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $260.5M |
| Individuals (other than high net worth individuals) | 11 | $4.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.