CLIO ASSET MANAGEMENT LLC
CRD #298041 SEC #801-122023 CHARLOTTESVILLE, VA 434-329-7463
SEC Registered
Total AUM
$142.2M
Discretionary
$142.2M
Employees
1
Clients
--
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $142.2M | $142.2M | $0 | 1 | 0 |
| Jan 2025 | $137.8M | $137.8M | $0 | 1 | 0 |
| Jan 2024 | $125M | $125M | $0 | 1 | 0 |
| Jun 2023 | $115.7M | $115.7M | $0 | 1 | 0 |
| Feb 2023 | $109.6M | $109.6M | $0 | 1 | 0 |
| Jan 2022 | $134.5M | $134.5M | $0 | 1 | 0 |
| Aug 2021 | $123.6M | $123.6M | $0 | 1 | 0 |
| Jul 2021 | $123.6M | $123.6M | $0 | 1 | 0 |
DateSep 2025
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees1
Clients0