CIO Capital Group LLC

CIO Capital Group provides strategic wealth management and investment advisory services to ultra‑high‑net‑worth individuals, families, and family offices and does not serve non‑high‑net‑worth individual clients. The firm delivers investment management exclusively through a single wrap fee program and also offers held‑away account monitoring and reporting for employer retirement and 529 plans.

The firm applies institutional‑level analytics and quantitative tools — including a proprietary COLOR platform and limited AI — to support portfolio construction, multi‑asset risk modeling, and scenario planning. CIO Group offers both discretionary and non‑discretionary management and can implement direct indexing and separately managed account strategies while consolidating held‑away assets through a third‑party technology platform.

CIO Group sponsors a separate Venture Program via an affiliated general partner that establishes deal‑by‑deal SPVs for venture and growth‑stage private market investments, a structure that creates indirect economic interests and potential conflicts because principals hold ownership in the GP and non‑client investors may participate. Operating with a small advisory team and a concentrated client base under an exclusive wrap‑only model, the firm’s combination of bespoke institutional analytics and sponsor‑led private deal access distinguishes it from many peers.