Investment adviser · CRD 301432
ECIO, INC.
Investment adviser filing (IA)
MADISON, WI, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $396M Form ADV · Item 5.F
- Client accounts
- 241 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 108 | $385,488,261 | 97.4% |
| High-net-worth individuals | 5 | $9,491,585 | 2.4% |
| Corporations & businesses | 1 | $580,040 | 0.1% |
| Individuals | 2 | $63,810 | 0.0% |
Filing source
Form ADV 2134085 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
821 E WASHINGTON AVENUE, SUITE 200MADISON, WI, 53703, United States
CRD 301432
Filing source
Form ADV 2134085 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.