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ECIO, INC.
CRD 301432File 801-129326
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$395.6M
Below cohort median (national)
Discretionary AUM
$395.6M
Clients
116
241 accounts
Employees
8
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 16, 2024
- Principal office
- 821 E WASHINGTON AVENUE, SUITE 200, MADISON, WI, 53703
- Phone
- 608-291-4646
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $395.6M
- Discretionary AUM
- $395.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 241
- Non-discretionary accounts
- 0
- Total accounts
- 241
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $580K |
| Charitable organizations | 108 | $385.5M |
| High net worth individuals | 5 | $9.5M |
| Individuals (other than high net worth individuals) | 2 | $64K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- 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.