CIO CAPITAL GROUP LLC

Overview

CIO Capital Group LLC is a fee‑based investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm runs discretionary mandates and tilts its implementation toward publicly traded equities, with exchange‑traded vehicles representing the largest single asset class on its books. Its client profile is concentrated and high‑net‑worth: a small number of relationships account for the majority of assets under management. The firm reports that it does not pursue an active ESG investing program and does not serve as a pension consultant or related adviser; its business is oriented to direct portfolio management for private clients rather than institutional or corporate retirement plans.

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Public Holdings

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Location & Offices