Clio Asset Management LLC

RIASEC RegisteredEst. 2021

Total AUM

$128M

Discretionary

$128M

100% of AUM

Avg account

$2M

Accounts

65

Employees

1

Advisory reps

1

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

FINTRX

Overview

Clio Asset Management LLC is an independent, owner-operated registered investment adviser formed as an LLC in 2021. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Clio reports a preference for equities, is not active on ESG initiatives, and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$6.6M in ETFs

Passive

100%

$6.6M

Active

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%

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Primary office

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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