SourcingSourcing

MOTLEY FOOL ASSET MANAGEMENT, LLC

C28
CRD 149688·SEC 801-69975·ALEXANDRIA, VA
AUM
$2.60B
$1B+
Est. Revenue
$26.0M
@ 1% on AUM
Est. EBITDA
$7.8M
@ 30% margin
Est. Deal Value
$62.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOTLEY FOOL ASSET MANAGEMENT, LLC
CRD
149688
SEC file #
801-69975
EIN
000000000
DBA names
Motley Fool Asset Management

Economics

AUM
$2.60B
AUM band
$1B+
AUM trajectory
'20'26
$995.1M → $2.60B▲ +162%
Client mix
Investment Companies6

Operations

Employees (total)
14
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
8 advisors → 12 advisors▲ +50%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
12/23/2025
ADV-W filed at
—
Website
facebook.com/fooletfs(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOTLEY FOOL INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MOTLEY FOOL INVESTMENT
Arsta, Anthony, Lynn
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001455087
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2009-01-23
Edgar Last Filing Date
2010-01-20
Edgar Form D Count
1
Edgar Form D Offerings
2010-01-202010-01-20 · 0000902664-10-000103
Edgar Former Names
TMF CAPS FUND I LP

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O MFAM GP LLC2000 DUKE STREET, SUITE 175ALEXANDRIA, VA 22314
Business
C/O MFAM GP LLC2000 DUKE STREET, SUITE 175ALEXANDRIA, VA 22314
Edgar EIN
000000000
Edgar Recent Filings
D/A2010-01-20 · 0000902664-10-000103
REGDEX2009-01-23 · 9999999997-09-002621
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
Arsta, Anthony, Lynn
Executive Officer · 2.5%
8034784
GILLIAM, STEVEN, JOHN
Executive Officer · 2.5%
7729233
MCDONOUGH, KERRA, DEMETRIA
Executive Officer · 2.5%
6927282
Mowrey, Kelsey, Finley
Executive Officer · 2.5%
7305266
Wirth, Kyle, Dennis
Executive Officer · 2.5%
6979608