SourcingSourcing

INVESTOLOGY INC.

C46
CRD 130408·SEC 801-130627·RESTON, VA
AUM
$250.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$750K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTOLOGY INC.
CRD
130408
SEC file #
801-130627
EIN
—
DBA names
—

Economics

AUM
$250.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$200.0M → $250.0M▲ +25%
Client mix
Individuals Other350
Pension Profit Sharing Plans100

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
RESTON VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
investologyinc.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ESTAITEYEH, AMEEN, MOHAMMAD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ESTAITEYEH, AMEEN, MOHAMMAD
ALIAN, AMR, MOHAMMED ANWAR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTOLOGYINC.NET
Rdap Domain Creation Date
2003-07-10T14:56:17Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-07-10T14:56:17Z
Rdap Domain Last Changed
2024-05-11T05:57:37Z
Rdap Nameservers
Ns81.worldnic.comNs82.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4177828
Trust Company Affiliate
No

People (4)

4
ESTAITEYEH, AMEEN, MOHAMMAD
IAR · Direct Owner · 87.5%
4177828
ALIAN, AMR, MOHAMMED ANWAR
IAR · Direct Owner · 17.5%
4681273
OMAR HAZEM BARAKAT
IAR
6638876
EHAB ALY SELIM
IAR
4767866