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OLIO FINANCIAL PLANNING
Legal name: OLIO FINANCIAL PLANNING, LLC
CRD 282355File 801-111849
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$600.5M
Above cohort median (national)
Discretionary AUM
$587.4M
Non-discretionary $13.1M
Clients
387
1,640 accounts
Employees
14
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 13, 2017
- Principal office
- 1751 PINNACLE DRIVE, SUITE 600, MCLEAN, VA, 22102-4007
- Phone
- 703.459.9299
- Website
- https://www.meetolio.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $600.5M
- Discretionary AUM
- $587.4M
- Non-discretionary AUM
- $13.1M
- Discretionary accounts
- 1,614
- Non-discretionary accounts
- 26
- Total accounts
- 1,640
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $2.0M |
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 153 | $471.6M |
| Pension and profit sharing plans | 9 | $10.9M |
| Individuals (other than high net worth individuals) | 215 | $113.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 379 | 387 | increased by8 |
| Apr 1, 2026 | AUM | $491,883,336 | $600,505,998 | increased by$108,622,662 |
| Apr 1, 2026 | Accounts | 1,586 | 1,640 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 316 | 379 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $297,442,186 | $491,883,336 | increased by$194,441,150 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,096 | 1,586 | increased by490 |
| Apr 1, 2022 | Employees | 6 | 13 | increased by7 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 298 | 316 | increased by18 |
| Apr 1, 2022 | AUM | $219,949,108 | $297,442,186 | increased by$77,493,078 |
| Apr 1, 2022 | Accounts | 940 | 1,096 | increased by156 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLIO FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLIO FINANCIAL” 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.