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
- HNWI93.27%
- Corporations / Businesses6.03%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clio Asset Management LLC is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2021 and is owned by an individual. Its clients include high-net-worth individuals and families as well as institutional entities. Primary services are fee-based portfolio management and financial planning, covering portfolios for individuals, small businesses, and larger business or institutional clients. Clio reports a preference for equity exposure, does not position itself as a capital allocator, and is not identified 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 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
$1.2M in ETFs
100%
$1.2M
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 | $614K | 6,695 | 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 Ln
- Time zone
- ET (UTC-5)
- Office locations
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