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ECIO, INC.

MADISON, WI · CRD 301432 · IAPD ↗ · 608-291-4646

$395.6MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — ECIO, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2026 — ECIO, INC. notice-filed in MA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2026 — ECIO, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2026 — ECIO, INC. notice-filed in CO, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — ECIO, INC. reported RAUM up 71% ($231.7M -> $395.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — ECIO, INC. notice-filed in IA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — ECIO, INC. added office(s): 0 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — ECIO, INC. reported RAUM up 59% ($146.0M -> $231.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
October 2024 — ECIO, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2024 — ECIO, INC. (MADISON, WI) is newly SEC-registered with $131.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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