Motley Fool Wealth Management, LLC (Alexandria)

Name: Motley Fool Wealth Management, LLC
Address: 2000 Duke Street, Alexandria, VA, 22314
Telephone: 844-408-4390

Motley Fool Wealth Management, LLC is a large advisory firm based in Alexandria. It manages $1.51 billion of regulatory assets for 4,560 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Motley Fool Wealth Management provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Motley Fool Wealth Management: assets under management

The assets under management (AUM) of Motley Fool Wealth Management, LLC is $1.51 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1061% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.51 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.03 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 69% of the total AUM. The second-largest asset type is investment and business development companies, which make up 24% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Motley Fool Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nicholas John Crow serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Nicholas John Crow is individuals with 2,552 clients and $822.37 million of assets under management. Among the 10 most similar advisory firms, Motley Fool Wealth Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $1.51 billion for 2,947 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Motley Fool Wealth Management doesn't advise any private funds.

Careers at Motley Fool Wealth Management, LLC

The company employs 36 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Nicholas John Crow has been acting as President since 1 Jan 2014. William Haynie Mann has served as the Chief Investment Officer since 1 Jun 2015. Motley Fool Investment Management Llc joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marthe Larosiliere	General counsel	1 Jan 2013	Other	6159404
Lawrence T Greenberg	Manager	1 Jan 2013	Other	5644625
Inc. The Motley Fool Holdings	Member	1 Jan 2013	75% - 100%	26-3335778
Salvatore Rocco Faia	Chief compliance officer	1 Jan 2013	Other	4372361
Philip James Biedronski	Chief financial officer	1 Jan 2013	Other	6159398
Nicholas John Crow	President	1 Jan 2014	Other	6280566
Robert Francis Brokamp	Manager	1 Jan 2014	Other	2995360
William Haynie Mann	Portfolio manager	1 Sep 2014	Other	5644660
Jeffrey Haslow	Chief financial officer	1 Oct 2014	Other	6511610
William Haynie Mann	Chief investment officer	1 Jun 2015	Other	5644660
Rufus Putnam Coes	Manager	1 Oct 2016	Other	2531293
Bryan C Hinmon	Manager	1 Jan 2017	Other	4603636
Kerra Mcdonough	Chief financial officer	1 Jan 2018	Other	6927282
Leigh Ann Shollenberger	Controller	1 Jan 2018	Other	6927279
Randal Richard Coon	President, motley fool investment management llc	1 Mar 2019	Other	7097529
Motley Fool Investment Management Llc	Sole member	1 May 2019	75% - 100%	83-2170502

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Murphy Gardner	Stockholder	1 Jul 1994	25% - 50%	5644631
David Herr Gardner	Stockholder	1 Jul 1994	25% - 50%	5644632
Inc. The Motley Fool Holdings	Sole member	1 Oct 2018	75% - 100%	26-3335778

Based in Alexandria

The principal office where Motley Fool Wealth Management, LLC performs its advisory services is located at 2000 Duke Street, Alexandria, VA 22314, which is also the mailing address of the firm. An additional office of the firm is in Lakewood, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 844-408-4390 or by fax 703-254-1999. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at foolwealth.com.