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Motley Fool Asset Management
MOTLEY FOOL ASSET MANAGEMENT is an SEC-registered investment adviser in ALEXANDRIA, VA, since 2009. The firm manages approximately $2.6 billion in assets.
Motley Fool Asset Management
MOTLEY FOOL ASSET MANAGEMENT is an SEC-registered investment adviser in ALEXANDRIA, VA, since 2009. The firm manages approximately $2.6 billion in assets. It has 14 employees and 12 investment advisers.
General information
Firm type
Asset Manager
Year founded
2010
Location
Region
North America
Country
United States
City
Alexandria
Corporate office
Alexandria, Virginia, United States
Principals
David Gardner
Co-Founder and Chief Rule Breaker
Tom Gardner
Co-Founder and Chief Rule Breaker
Sector focus
Frequently asked questions
Who runs investment decisions at Motley Fool Asset Management?
The firm was co-founded by David and Tom Gardner, who also lead the broader Motley Fool enterprise. The investment team for the asset management arm has historically included portfolio managers and analysts drawn from the firm's research staff, but public details on current leadership are limited.
How does Motley Fool Asset Management's strategy differ from its public stock-advisory newsletters?
Both share the same fundamental, long-term, growth-oriented philosophy. The asset management arm operates as a regulated investment adviser with fiduciary duties to institutional clients, while the newsletters are independent publications. Holdings and performance for the institutional funds are not always the same as the model portfolios promoted in Motley Fool's retail services.
Does Motley Fool Asset Management invest in private companies or only public equities?
Based on public information, the firm focuses exclusively on long-only equity investments in publicly traded companies. There is no evidence of private equity, venture capital, or alternative investments in its strategy.
What investment stages does Motley Fool Asset Management typically target?
The firm seeks growth-stage public companies with scalable business models, recurring revenue, and a long runway for expansion. It does not target early-stage venture or distressed situations.
Which sectors does Motley Fool Asset Management explicitly avoid?
The firm does not publicly disclose sector exclusions, but its stated focus on 'rule-breaking' growth companies suggests it is unlikely to concentrate in utilities, real estate, or commodities — sectors where structural growth is constrained.
How is Motley Fool Asset Management related to The Motley Fool media company?
Both are owned by the Gardner family. The asset management business is a separate legal entity but shares brand, research staff, and office space with the media and advisory operations. This creates potential conflicts of interest that the firm manages through information barriers and compliance procedures.
Where does the underlying wealth come from?
The Gardner brothers' fortune was generated through The Motley Fool, which they co-founded in 1993. The firm became one of the most recognized names in retail stock investing, selling newsletters, subscription services, and premium stock recommendations. The asset management arm was formed to manage capital from institutions, not directly from the founders' own wealth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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