CIO Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CIO Capital Group provides strategic wealth management and investment advisory services to ultra‑high‑net‑worth individuals, families, and family offices and does not serve non‑high‑net‑worth individual clients. The firm delivers investment management exclusively through a single wrap fee program and also offers held‑away account monitoring and reporting for employer retirement and 529 plans.
The firm applies institutional‑level analytics and quantitative tools — including a proprietary COLOR platform and limited AI — to support portfolio construction, multi‑asset risk modeling, and scenario planning. CIO Group offers both discretionary and non‑discretionary management and can implement direct indexing and separately managed account strategies while consolidating held‑away assets through a third‑party technology platform.
CIO Group sponsors a separate Venture Program via an affiliated general partner that establishes deal‑by‑deal SPVs for venture and growth‑stage private market investments, a structure that creates indirect economic interests and potential conflicts because principals hold ownership in the GP and non‑client investors may participate. Operating with a small advisory team and a concentrated client base under an exclusive wrap‑only model, the firm’s combination of bespoke institutional analytics and sponsor‑led private deal access distinguishes it from many peers.
Client services
Expertise
Main office
See office41 Madison Ave, Floor 31
New York NY 10010
Advisors at this office
1
Offices (2)
Most active in
New Jersey · New York · South Carolina
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Steven W
Series 63, Series 65
New York, NY
CIO Capital Group LLC
Steven Wieting is a financial advisor at CIO Capital Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. prior to joining CIO Capital Group. CIO Capital Group LLC provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm uses quantitative tools and proprietary analytics to support portfolio management and focuses on maintaining closely managed client relationships.
David B
Series 63, Series 65
Rumson, NJ
CIO Capital Group LLC
David Bailin is a financial advisor at CIO Capital Group LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citi Private Bank and Citigroup Global Markets Inc. His prior roles include both advisory and private banking positions. CIO Capital Group provides wealth management and investment advisory services to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm utilizes institutional-level analytics and quantitative tools, including a proprietary platform and limited AI, to support portfolio construction and risk modeling, offering both discretionary and non-discretionary management options.
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