ScionAI
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$240,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
0% 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
5
Very LowAverage account size
$48,000
About
ScionAI serves a mix of individual retail investors, private funds, and business entities including pension plans and corporations, offering discretionary portfolio management invested in proprietary equity portfolios, private-fund stock selection advice, hourly consulting, and educational seminars or workshops. The firm also makes market-timing services available as part of its suite of advisory offerings.
Investment decisions are driven by quantitative algorithms and a focus on financial quality and growth potential, with active monitoring and the ability to customize or restrict holdings to align with each client’s objectives. The adviser provides quarterly stock-selection recommendations to unaffiliated private funds and uses order aggregation and pro-rata allocation practices to address potential conflicts in simultaneous trading across accounts.
Noteworthy differences from many peers include the use of performance-based compensation for eligible clients with a high-water-mark mechanism, the explicit offering of market-timing services and educational workshops, and the firm’s advisory role to private funds in addition to retail clients. The principal’s advanced technical background and prior data‑science experience support a data-driven investment approach that underlies the firm’s proprietary models.
Client services
Portfolio management
Educational seminars or workshops
Market timing
Expertise
Active portfolio management
Fee options
$0+: Negotiable up to 2.99% (Retail Clients) $1,100,000+: 2% Portfolio Management Fee (Qualified Clients)
$200/hour, billed in increments of 30 minutes with pro-rated rates
20% of performance gains for Qualified Clients
Account minimum: $1,100,000
Main office location
ScionAI
Irvine CA, United States
Number of offices
1
Most active in
ScionAI has reported serving >5 clients in these states in the last 12 months.
California
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.
Forms ADV
Quick links
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