# CIO Capital Group LLC

> 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.

- CRD: 336490
- Filed as: CIO CAPITAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336490
- AdvisorCensus page: https://advisorcensus.com/firm/cio-capital-group-llc-new-york-ny-336490

## Quick answers

**How is CIO Capital Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CIO Capital Group LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is CIO Capital Group LLC located?**
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).

**Is CIO Capital Group LLC registered with the SEC or a state?**
CIO Capital Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336490.

**How much does CIO Capital Group LLC manage?**
CIO Capital Group LLC reports $40,052,370 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have CIO Capital Group LLC's assets and staff changed since 2025?**
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.

**What types of clients does CIO Capital Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Which custodians does CIO Capital Group LLC use?**
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.

**Does CIO Capital Group LLC report any disciplinary disclosures?**
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

**What changed in CIO Capital Group LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $40,052,370
- Discretionary: $40,052,370
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $40,052,370 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Bedford, NY
- Charleston, SC
- Rumson, NJ

### Websites listed on Form ADV (Item 1.I)
- ciocapitalgroup.com
- ciogroup.com
- Instagram @theciogroup
- LinkedIn @ciogroup
- X @theciogroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 5 | June 3, 2025 |
| October 2026 | $40,052,370 | 5 | April 1, 2026 |

Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $25,689,000 to $40,052,370 (+56%).
- Added an office in Bedford, NY.

### December 2025
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in SC.

### November 2025
- Added an office in Charleston, SC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CIO Capital Group LLC (CRD 336490): Form ADV filing data as of October 2026.