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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal waveWave
- Established Date
- 01-20-2016
- Office Locations
- 7
Office Locations
About Olio Financial Planning
OLIO Financial Planning is a Virginia-based RIA delivering holistic, goals-based financial planning with equal focus on taxes, estate planning, cash management, insurance, investments, and retirement. The firm emphasizes ongoing client education and a team-based service model for continuity. Client portfolios are custodied at Charles Schwab, and the firm has been featured in outlets including Morningstar and Financial Planning.
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Owner & Executives
ANDREW JOSEPH MILLER
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #5522768
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Amanda Kathryn Ansell
Director of Financial Planning
- CRD
- #6976437
Brae Adele Beggs
--
- CRD
- #7116431
Frontier delta
Unison horizon
- CRD
- #14655
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $587,387,548 | $363,933 |
| Non-Discretionary | $13,118,450 | $504,556 |
| Total | $600,505,998 | $366,162 |
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Separately Managed Accounts
Total SMA Asset: $600,505,998
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,554,329,784 | 48.2% |
| Cash | $1,436,148,073 | 27.1% |
| Equity - Exchange | $1,308,961,528 | 24.7% |
| Total | $5,299,439,385 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA LEGACY | PIONEER FRONTIER | LEL36BL17 | NOY | 6.80% | $102,443,652 |
| EMBER DELTA ZENITH | MOMENTUM SIGNAL | IYZP4IB9E | DWQZ | 1.51% | $68,302,557 |
| EMBER FOUNDATION | SIGNAL VITAL | ZMUX8V11Y | QVNNO | 9.09% | $17,878,699 |
| FOUNDATION PATHWAY | GLACIER SUMMIT | YU1Z3QT89 | RXAJ | 11.99% | $9,888,939 |
| HORIZON RIDGE | PRIME OAK | UWG5JI7Y9 | RDHOM | 3.12% | $89,506,479 |
| SIGNAL NORTH | RIDGE TIMBER | LMH6WENXQ | LAY | 5.50% | $76,885,385 |
| FRONTIER QUANTUM | MERIDIAN PATHWAY | XIO5994PQ | RNJL | 6.37% | $62,141,343 |
| OAK ALPHA | OPTIMA PRIME | 2607A37TX | TKZMD | 1.90% | $19,982,412 |