SourcingSourcing

ECIO, INC.

C50
CRD 301432·SEC 801-129326·MADISON, WI
AUM
$395.6M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ECIO, INC.
CRD
301432
SEC file #
801-129326
EIN
833157095
DBA names
—

Economics

AUM
$395.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$231.7M → $395.6M▲ +71%
Client mix
Charitable Organizations108
Individuals High Net Worth5
Individuals Other2
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
linkedin.com/company/getecio(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROQUITTE, ROBIN, CHORONE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
ROQUITTE, ROBIN, CHORONE
Huang, Clark, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:ecio.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001830823
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2020-11-24
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001830823-26-000004
Edgar Form D Count
1
Edgar Form D Offerings
2020-11-242020-11-24 · 0000897069-20-000457

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
821 E. WASHINGTON AVENUESUITE 200MADISON, WI 53703
Business
821 E. WASHINGTON AVENUESUITE 200MADISON, WI 53703
Edgar EIN
833157095
Edgar Recent Filings
13F-HR2026-04-14 · 0001830823-26-000004
13F-HR2026-01-20 · 0001830823-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1685453
Trust Company Affiliate
No

People (7)

7
ROQUITTE, ROBIN, CHORONE
IAR · Direct Owner · 37.5%
1685453
Huang, Clark, M
Direct Owner · 17.5%
7090911
WAARA, PHILLIP, RONALD
IAR · Direct Owner · 7.5%
5794435
Ivey, Timothy, David
Direct Owner · 7.5%
7114250
DEAN, COURTNEY, LIEBIG
IAR · Executive Officer · 2.5%
2654895
Aditya Sanjiv Bhave
IAR
8239895
Erica Lynn Reilly
IAR
5133367