AdvisorCensus / Financial advisors / Wisconsin / Madison / Ecio, Inc.
Ecio, Inc. is an SEC-registered investment advisory firm in Madison, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Ecio, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Ecio, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Ecio, Inc. located?
Ecio, Inc.'s principal office is in Madison, WI, according to its Form ADV.
Is Ecio, Inc. registered with the SEC or a state?
Ecio, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 301432.
How much does Ecio, Inc. manage?
Ecio, Inc. reports $395,623,696 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).
How have Ecio, Inc.'s assets and staff changed since 2024?
In the Form ADV data for Ecio, Inc.: Regulatory assets under management: $145,994,847 in the October 2024 data and $395,623,696 in the October 2026 data, up 171%. Total employees: 7 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ecio, Inc. serve?
By number of clients on Form ADV Item 5.D: charitable organizations (108); high net worth individuals (5); individuals (other than high net worth individuals) (2).
Which custodians does Ecio, Inc. use?
Ecio, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Ecio, Inc. 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/301432
Does Ecio, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "eCIO does not require a minimum account size."
What changed in Ecio, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in LA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
eCIO does not require a minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$395,623,696 as of October 2026, filing dated September 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $395,623,696 | 8 | September 23, 2026 |
| October 2025 | $231,739,432 | 7 | March 15, 2025 |
| October 2024 | $145,994,847 | 7 | September 30, 2024 |
Regulatory assets under management: $145,994,847 in the October 2024 data and $395,623,696 in the October 2026 data, up 171%.
Total employees: 7 in October 2024 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in LA.
- July 2026
- Registered or notice-filed in MA, MD.
- June 2026
- Registered or notice-filed in VA.
- May 2026
- Registered or notice-filed in CO, NY.
- April 2026
- Regulatory assets under management went from $231,739,432 to $395,623,696 (+71%).
- January 2026
- No longer registered or notice-filed in MN, NC, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ecio, Inc. (CRD 301432): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ecio-inc-madison-wi-301432