Clio Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$119,222,076
Clients
42
Advisors
1
of 1 employees
About
Clio Asset Management LLC provides discretionary asset management and optional financial planning to a mix of clients that includes individuals and high‑net‑worth households as well as family offices, endowments, foundations, LLCs, trusts, corporations and other institutional investors. Services are delivered under an investment advisory agreement and include standard portfolio management as well as a proprietary Clio Core Portfolio Strategy.
The firm manages client portfolios using fundamental analysis and tailors asset allocation and security selection to each client’s objectives, risk tolerance and time horizon. Clio’s Core Portfolio Strategy is described as a long‑term, equity‑focused approach that generally holds a concentrated portfolio of roughly 10–20 publicly traded companies, and the firm also uses an advisor‑led, AI‑enabled planning support tool to aid client education and engagement.
Noteworthy aspects of the brochure include the firm’s explicit engagement with charitable, corporate and other institutional clients — client types that are less common for a solo independent adviser — and its emphasis on a concentrated, proprietary equity strategy. The brochure also states that Clio provides regular performance reports to clients and clarifies that it does not base advisory fees on a share of capital gains.
Client services
Expertise
Fee options
$0+: 1.25% annually for years 0-3 $0+: 1.20% annually for year 4 $0+: 1.15% annually for year 5 $0+: 1.10% annually for year 6 $0+: 1.05% annually for year 7 $0+: 1.00% annually for year 8 and beyond
Account minimum: $2,000,000
Main office
1 Boars Head Lane, Suite C-4
Charlottesville VA 22903
Advisors at this office
1
Most active in
Louisiana · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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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.
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