SourcingSourcing

CLIO ASSET MANAGEMENT LLC

B55
CRD 298041·SEC 801-122023·CHARLOTTESVILLE, VA
AUM
$134.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$404K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLIO ASSET MANAGEMENT LLC
CRD
298041
SEC file #
801-122023
EIN
825446514
DBA names
—

Economics

AUM
$134.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$134.5M → $134.5M▬ 0%
Client mix
Individuals High Net Worth47
Corporations3
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
CHARLOTTESVILLE VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
01/26/2026
ADV-W filed at
—
Website
clioam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Aldige, James, George
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Aldige, James, George
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLIOAM.COM
Rdap Domain Creation Date
2018-05-08T13:29:48Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001986196
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-07-26
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001986196-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1 BOARS HEAD PLACESUITE 220CHARLOTTESVILLE, VA 22903
Business
1 BOARS HEAD PLACESUITE 220CHARLOTTESVILLE, VA 22903
Edgar EIN
825446514
Edgar Recent Filings
13F-HR2026-04-21 · 0001986196-26-000002
13F-HR2026-01-16 · 0001986196-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-08T13:29:48Z
Rdap Domain Last Changed
2026-04-14T14:18:00Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6986573
Trust Company Affiliate
No

People (1)

1
Aldige, James, George
IAR · Direct Owner · 87.5%
6986573