OLIO FINANCIAL PLANNING, LLC
Legal name: OLIO FINANCIAL PLANNING
CRD #282355 SEC #801-111849 MCLEAN, VA 703.459.9299
SEC Registered
Total AUM
$491.9M
Discretionary
$475.4M
Employees
13
Clients
251
Accounts
1,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $491.9M | $475.4M | $16.4M | 13 | 9 |
| Mar 2025 | $491.9M | $475.4M | $16.4M | 13 | 9 |
| Aug 2024 | $412.7M | $392.3M | $20.3M | 12 | 1 |
| Mar 2024 | $412.7M | $392.3M | $20.3M | 12 | 1 |
| Feb 2024 | $321.4M | $304.6M | $16.8M | 15 | 1 |
| Sep 2023 | $321.4M | $304.6M | $16.8M | 15 | 1 |
| Mar 2023 | $321.4M | $304.6M | $16.8M | 15 | 1 |
| Mar 2023 | $321.4M | $304.6M | $16.8M | 15 | 1 |
| Mar 2022 | $297.4M | $279.1M | $18.4M | 13 | 3 |
| Mar 2021 | $219.9M | $209.4M | $10.6M | 6 | 6 |
| Jul 2020 | $174.9M | $168.2M | $6.7M | 5 | 6 |
| Apr 2020 | $174.9M | $168.2M | $6.7M | 5 | 6 |
| Mar 2019 | $133.5M | $127.7M | $5.8M | 4 | 279 |
| Feb 2019 | $135.1M | $129.6M | $5.5M | 4 | 281 |
| Mar 2018 | $135.1M | $129.6M | $5.5M | 5 | 281 |
| Nov 2017 | $123.7M | $3.8M | $119.8M | 5 | 1 |
| Sep 2017 | $123.7M | $3.8M | $119.8M | 5 | 272 |
DateOct 2025
Total AUM$491.9M
Discretionary$475.4M
Non-Disc.$16.4M
Employees13
Clients9
DateMar 2025
Total AUM$491.9M
Discretionary$475.4M
Non-Disc.$16.4M
Employees13
Clients9
DateAug 2024
Total AUM$412.7M
Discretionary$392.3M
Non-Disc.$20.3M
Employees12
Clients1
DateMar 2024
Total AUM$412.7M
Discretionary$392.3M
Non-Disc.$20.3M
Employees12
Clients1
DateFeb 2024
Total AUM$321.4M
Discretionary$304.6M
Non-Disc.$16.8M
Employees15
Clients1
DateSep 2023
Total AUM$321.4M
Discretionary$304.6M
Non-Disc.$16.8M
Employees15
Clients1
DateMar 2023
Total AUM$321.4M
Discretionary$304.6M
Non-Disc.$16.8M
Employees15
Clients1
DateMar 2023
Total AUM$321.4M
Discretionary$304.6M
Non-Disc.$16.8M
Employees15
Clients1
DateMar 2022
Total AUM$297.4M
Discretionary$279.1M
Non-Disc.$18.4M
Employees13
Clients3
DateMar 2021
Total AUM$219.9M
Discretionary$209.4M
Non-Disc.$10.6M
Employees6
Clients6
DateJul 2020
Total AUM$174.9M
Discretionary$168.2M
Non-Disc.$6.7M
Employees5
Clients6
DateApr 2020
Total AUM$174.9M
Discretionary$168.2M
Non-Disc.$6.7M
Employees5
Clients6
DateMar 2019
Total AUM$133.5M
Discretionary$127.7M
Non-Disc.$5.8M
Employees4
Clients279
DateFeb 2019
Total AUM$135.1M
Discretionary$129.6M
Non-Disc.$5.5M
Employees4
Clients281
DateMar 2018
Total AUM$135.1M
Discretionary$129.6M
Non-Disc.$5.5M
Employees5
Clients281
DateNov 2017
Total AUM$123.7M
Discretionary$3.8M
Non-Disc.$119.8M
Employees5
Clients1
DateSep 2017
Total AUM$123.7M
Discretionary$3.8M
Non-Disc.$119.8M
Employees5
Clients272