Ecio, Inc.
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 301432
- Registered since
- January 16, 2024
- Website
- www.getecio.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations97.44%
- HNWI2.4%
- Corporations / Businesses0.15%
- Individuals0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ecio, Inc. is an SEC-registered institutional RIA (registration effective 2024) that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers fee models tied to a percentage of assets under management as well as fixed-fee arrangements. Its advisory services cover discretionary portfolio management for individuals, small businesses and institutions, plus manager selection and educational workshops — indicating a mix of direct portfolio oversight and outsourced/overlay manager relationships. Ecio does not position itself as an active ESG investor.
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 Equities51%
- US Government Bonds22%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$291M in ETFs
90%
$260M
4%
$30.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $45M | 476,527 | 15.48% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 821 E Washington Ave
- Time zone
- CT (UTC-6)
- Office locations
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