Ecio, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated April 23, 2026, reports $396M in regulatory assets under management, 8 employees, 7 offices, and 241 accounts.
Assets Under Management
$396M
Employees
8
Offices
7 offices
Total Clients
116
Primary office
MADISON, WI
821 E WASHINGTON AVENUE, SUITE 200, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 93.1% of total clients.
Top client categories% of clientsClients
1
Charitable
93.1%
108
2
HNWI
4.3%
5
3
Individuals
1.7%
2
4
Corporations
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of April 23, 2026
Discretionary100.0%
$396M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$396M
Total Accounts241
10Y AUM Change+$265M (+201.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee15:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.