Investology provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Investology reports 450 clients. They include 350 individuals and 100 pension and profit-sharing plans. Of its assets, 72.0% ($180M across 350 accounts) are managed with discretion; $70M across 100 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 72% |
| Pension and profit-sharing plans | 22% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 350 | $180M | 72.0% | $514K |
| Pension and profit-sharing plans | 100 | $70M | 28.0% | $700K |
| Total | 450 | $250M | 100% | $556K |
- Clients
- 350
- Regulatory AUM
- $180M
- AUM share
- 72.0%
- Avg. per client
- $514K
- Clients
- 100
- Regulatory AUM
- $70M
- AUM share
- 28.0%
- Avg. per client
- $700K
Total
- Clients
- 450
- Regulatory AUM
- $250M
- AUM share
- 100%
- Avg. per client
- $556K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Investology charges 1.25%–1.65% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$500K | 1.65% |
| $500K–$1M | 1.45% |
| $1M and above | 1.25% |
Fee details and sources
Ameen Estaiteyeh owns 75% or more of Investology. It has 5 employees, 3 of them in advisory roles.
Leadership
- Ameen EstaiteyehCEO/CCO
- Amr AlianInvestment Advisor
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Amr Mohammed Anwar Alian
- Omar Hazem Barakat
- Ameen Mohammad Estaiteyeh
- Ehab Aly Selim
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Investology Inc.
Ameen Estaiteyeh
Control person · since May 2003
- Owns 10% to 25% of Investology Inc.
Amr Alian
Control person · since March 2011
Investology’s regulatory assets grew from $200M (March 2025) to $250M (September 2026); clients rose from 425 to 450 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $250M | 450 | 5 | 2 |
| March 2025 | $200M | 425 | 5 | 1 |
Besides its headquarters, Investology has 1 office, with 2 listed addresses in Florida and Virginia.
Florida · 1 listed address
- 999 Brickell Ave, Miami
Virginia · 1 listed address
- 1939 Roland Clarke Place, Suite 350, RestonHQ
Contact and registration details
- Legal name
- Investology Inc.
- Headquarters
- 1939 Roland Clarke Place, Suite 350, Reston, VA 20191
- Website
- Not reported
- Phone
- 703-429-1975
- SEC file
- 801-130627
- Structure
- Virginia corporation
- Fiscal year end
- December
Investology does not have custody of client assets.
At year end, Investology’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Investology have?
Investology has 450 clients and manages $250 million for them, as of September 2026. They include 350 individuals and 100 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Investology offer?
Investology provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Investology charge?
Investology charges 1.25%–1.65% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
How many financial advisors does Investology have?
Investology has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investology invest in?
At the end of its last fiscal year, Investology’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investology?
Investology’s direct owners are Ameen Estaiteyeh (75% or more) and Amr Alian (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Investology get paid?
Investology is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Investology registered with the SEC?
Yes, Investology has been registered with the SEC as an investment adviser since 30 August 2024. Its CRD number is 130408 and its SEC file number is 801-130627.
Source: Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record
How do I contact Investology?
Investology’s main office is at 1939 Roland Clarke Place, Suite 350, Reston, VA 20191. Its phone number is 703-429-1975.