Clio Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$126,022,853
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
47
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$2,681,337
About
Clio Asset Management provides discretionary asset management and ongoing portfolio oversight for high‑net‑worth individuals, family offices, endowments, foundations, trusts, corporations, and other institutional investors. Services center on portfolio management, investment selection, asset allocation, and regular account monitoring, typically implemented through the firm’s single model, the Clio Core Portfolio.
The firm’s investment approach emphasizes concentrated, long‑term ownership of roughly 8–12 companies identified through fundamental analysis, focusing on returns on invested capital, competitive position, management quality, and balance‑sheet strength. Clio delivers periodic performance reporting to clients and, for qualified investors who meet regulatory thresholds, offers performance‑based fee arrangements governed by high‑water‑mark provisions.
Distinctive features for an independent adviser of this size include the provision and public reporting of performance results and the inclusion of charitable organizations, corporate clients, and institutional accounts in its client mix. The firm’s client base and account requirements skew toward high‑net‑worth and institutional relationships rather than non‑HNW retail clients, reflecting its concentrated, long‑term equity emphasis.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0+: 1.25% annually for years 0-3 $0+: 1.20% annually for year 4 $0+: 1.15% annually for year 5 $0+: 1.10% annually for year 6 $0+: 1.05% annually for year 7 $0+: 1.00% annually for year 8 and beyond
20% of any increase from the previous quarter (performance gain) with a high-water mark, charged quarterly in arrears
Account minimum: $1,000,000
Main office location
Clio Asset Management LLC
1 Boars Head Place, Ste 220
Charlottesville VA 22903, United States
Number of offices
1
Most active in
Clio Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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