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CLIO ASSET MANAGEMENT LLC

CHARLOTTESVILLE, VA · CRD 298041 · IAPD ↗ · clioam.com · 434-329-7463

$127.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
June 2026 — CLIO ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.