# 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.

- CRD: 301432
- Filed as: ECIO, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301432
- AdvisorCensus page: https://advisorcensus.com/firm/ecio-inc-madison-wi-301432

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> eCIO does not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $395,623,696
- Discretionary: $395,623,696
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $63,810 |
| High net worth individuals | 5 | $9,491,585 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 108 | $385,488,261 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $580,040 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, IL, LA, MA, MD, MO, NY, PA, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- getecio.com
- LinkedIn @getecio

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $145,994,847 | 7 | September 30, 2024 |
| October 2025 | $231,739,432 | 7 | March 15, 2025 |
| October 2026 | $395,623,696 | 8 | September 23, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ecio, Inc. (CRD 301432): Form ADV filing data as of October 2026.