Clio Asset Management LLC
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 298041
- Registered since
- August 6, 2021
- Website
- www.clioam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.38%
- Corporations / Businesses5.93%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clio Asset Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2021. The firm is owner-operated and charges clients a percentage-of-AUM fee. Its client mix includes high-net-worth individuals and families as well as institutional and business clients. Core advisory services are financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Clio reports it is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
James Aldige
Founder and CEOCRD 6986573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$6.6M in ETFs
100%
$6.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $3.3M | 36,012 | 50.00% |
Location
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 1 Boars Head Pl
- Time zone
- ET (UTC-5)
- Office locations
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