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CLIO ASSET MANAGEMENT LLC
CRD 298041File 801-122023
APPROVED
Retail clients
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$121.8M
Bottom 25% of cohort (national)
Discretionary AUM
$121.8M
Clients
47
66 accounts
Employees
1
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 6, 2021
- Principal office
- 1 BOARS HEAD PLACE, STE 220, CHARLOTTESVILLE, VA, 22903
- Phone
- 434-329-7463
- Website
- https://www.clioam.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $121.8M
- Discretionary AUM
- $121.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 66
- Non-discretionary accounts
- 0
- Total accounts
- 66
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $7.2M |
| Charitable organizations | 1 | $843K |
| High net worth individuals | 43 | $113.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.