Clio Asset Management LLC
Clio Asset Management LLC is an SEC-registered ria in Charlottesville, VA with $121.8M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Clio Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298041, SEC 801-122023, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $121.8M (2026-05-18)
- Firm type
- Ria
- Location
- Charlottesville, VA
- Employees
- 1
- Clients
- 47
- CRD
- 298041
- Ownership
- Aldige, James, George
How much AUM does Clio Asset Management LLC have?
Clio Asset Management LLC reported $121.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Clio Asset Management LLC?
Disclosed owners and executives of Clio Asset Management LLC include Aldige, James, George. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.