THINAGEE INVESTMENTS INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $265.4M |
| Discretionary | $261.2M98% of AUM |
| Non-Discretionary | $4.2M |
| Client Accounts | 188 |
| Avg Account Size | $1.4M |
| Employees | 1 |
| Peak AUM | $265.4MMar 2026 |
| AUM CAGR | +26.4% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$265M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $265M | +26.4% | — | — | — |
| Discretionary AUM | $261M | +25.9% | |||
Key Metrics
| Total AUM | $265.4M |
| Discretionary | $261.2M |
| Employees | 1 |
| Client Accounts | 188 |
| Client Range | 1-10 |
Contact & Location
Address
2 WISCONSIN CIRCLE, SUITE 700
CHEVY CHASE MD 20815
Phone
240-235-1846
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$261M
98.4% of AUM
Non-Discretionary
$4M
1.6% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported