ScionAI
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$240,000
Clients
5
Advisors
1
of 1 employees
About
ScionAI serves a mix of individual retail investors, private funds, and business entities including pension plans and corporations, offering discretionary portfolio management invested in proprietary equity portfolios, private-fund stock selection advice, hourly consulting, and educational seminars or workshops. The firm also makes market-timing services available as part of its suite of advisory offerings.
Investment decisions are driven by quantitative algorithms and a focus on financial quality and growth potential, with active monitoring and the ability to customize or restrict holdings to align with each client’s objectives. The adviser provides quarterly stock-selection recommendations to unaffiliated private funds and uses order aggregation and pro-rata allocation practices to address potential conflicts in simultaneous trading across accounts.
Noteworthy differences from many peers include the use of performance-based compensation for eligible clients with a high-water-mark mechanism, the explicit offering of market-timing services and educational workshops, and the firm’s advisory role to private funds in addition to retail clients. The principal’s advanced technical background and prior data‑science experience support a data-driven investment approach that underlies the firm’s proprietary models.
Client services
Expertise
Fee options
$0+: Negotiable up to 2.99% (Retail Clients) $1,100,000+: 2% Portfolio Management Fee (Qualified Clients)
$200/hour, billed in increments of 30 minutes with pro-rated rates
20% of performance gains for Qualified Clients
Account minimum: $1,100,000
Main office
Irvine CA
Advisors at this office
1
Most active in
California
Also doing business as
Scionai · Scionai LLC
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
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.
Forms ADV
Quick links
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