Asset manager · Arlington, VA
The Ithaka Group, LLC
SEC-registered investment adviser · CRD 146975 · SEC 801-69086
At a glance
The Ithaka Group, LLC is an SEC-registered investment adviser based in Arlington, Virginia, with $572 million in regulatory assets under management as of its Form ADV filed September 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 107 individual clients. By Form ADV it is a asset manager, ranked 1,616th of 3,218 asset managers and 7,274th of 17,210 SEC-registered advisers by assets.
Main office 240-395-5000ithakagroup.comAs filed on Form ADV
- Regulatory AUM
- $572M
- Rank among asset managers
- #1,616 of 3,218
- Rank among all SEC RIAs
- #7,274 of 17,210
- Rank in Virginia
- #119 of 300
- Individual clients
- 107
- High-net-worth clients
- 97
- Accounts
- 126
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Scott E. O'GormanManager, President
- Andrew J. ColyerManager, Director of Research
- Robert A. KatzenChief Financial Officer
- Scott E. O'GormanChief Investment Officer
- John P. HuntingtonChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 97 | $260M | 45% |
| Investment companies | 1 | $209M | 37% |
| Corporations or other businesses | 11 | $54M | 9% |
| Charitable organizations | 7 | $43M | 8% |
| Individuals | 10 | $5M | <1% |
Disciplinary disclosures
The Ithaka Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ithakagroup.com ↗
AtlasMembers
The full record on The Ithaka Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,011 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Ithaka Group, LLC manage?
The Ithaka Group, LLC reports $572 million in regulatory assets under management across 126 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
What kind of firm is The Ithaka Group, LLC?
The Ithaka Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are The Ithaka Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($260 million, 97 clients); investment companies ($209 million, 1 clients); corporations or other businesses ($54 million, 11 clients).
Does The Ithaka Group, LLC have any disciplinary history?
The Ithaka Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Ithaka Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →