VIOS ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$17.4M
Discretionary
$17.4M
100% of AUM
Avg account
$232K
Accounts
75
Employees
3
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
120782
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.02%
  • Individuals2.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vios Asset Management LLC is a small, individual-owned advisory practice that provides discretionary portfolio management to individuals and small businesses. The firm charges fees as a percentage of assets under management and runs a concentrated, liability-aware investment program that favors fixed-income instruments. Vios is not an active ESG investor and does not present itself as a multi-state adviser. Investment activity centers on separate managed accounts and direct bond holdings rather than large, diversified institutional strategies. The firm’s asset mix is tilted toward U.S. government debt, reflecting a conservative, income-and-capital-preservation orientation. Equity exposure appears to be accessed through pooled vehicles where appropriate, while commodity exposures are used opportunistically as an alternative allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 55%, Non-Exchange Traded Equities 25%, Cash & Cash Equivalents 17%, Exchange Traded Equities 3%55%
  • US Government Bonds55%
  • Non-Exchange Traded Equities25%
  • Cash & Cash Equivalents17%
  • Exchange Traded Equities3%

Contacts

1 of 1
  • JAMES JOHNS

    ​President and FounderCRD 1401531

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
447 Sutter St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth