{
  "crd_number": 336490,
  "slug": "cio-capital-group-llc-new-york-ny-336490",
  "primary_business_name": "CIO CAPITAL GROUP LLC",
  "legal_name": "CIO CAPITAL GROUP LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-03",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 40052370.0,
  "raum_discretionary": 40052370.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 40052370.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY",
    "SC"
  ],
  "websites": [
    "https://ciocapitalgroup.com",
    "https://ciogroup.com",
    "https://instagram.com/theciogroup",
    "https://linkedin.com/company/ciogroup",
    "https://x.com/theciogroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336490",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/cio-capital-group-llc-new-york-ny-336490",
  "display_name": "CIO Capital Group LLC",
  "summary": "CIO Capital Group LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. CIO Capital Group LLC (CRD 336490): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is CIO Capital Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CIO Capital Group LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is CIO Capital Group LLC located?",
      "a": "CIO Capital Group LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is CIO Capital Group LLC registered with the SEC or a state?",
      "a": "CIO Capital Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336490."
    },
    {
      "q": "How much does CIO Capital Group LLC manage?",
      "a": "CIO Capital Group LLC reports $40,052,370 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have CIO Capital Group LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for CIO Capital Group LLC: Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CIO Capital Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7)."
    },
    {
      "q": "Which custodians does CIO Capital Group LLC use?",
      "a": "CIO Capital Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CIO Capital Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336490"
    },
    {
      "q": "What changed in CIO Capital Group LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $25,689,000 to $40,052,370 (+56%). Added an office in Bedford, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2025-06-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 40052370.0,
      "total_employees": 5,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $25,689,000 to $40,052,370 (+56%).",
        "Added an office in Bedford, NY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Charleston, SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cio-capital-group-llc-new-york-ny-336490.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 40052370.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336490",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}