CIO Capital Group LLC

Overview

CIO Capital Group LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year listed as 2025) and states a client focus on individuals and families, with advisory activity centered on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is not identified as a capital allocator. CIO Capital Group LLC is not characterized as an active ESG investor and is not registered as a multi-state adviser despite maintaining offices in more than one state. Ownership is described as a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices