Vios Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,408,000
Total clients
36
92% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
36
Average account size
$483,556
About
VIOS Asset Management offers discretionary investment supervisory services to individuals, high‑net‑worth clients, retirement plans and trusts, developing Investment Plans that reflect each client’s goals, time horizon and risk tolerance. The firm manages diversified portfolios across equities, fixed income, mutual funds, ETFs, REITs and options, and executes transactions on clients’ behalf under granted discretionary authority.
The firm’s process combines proprietary economic and market analysis with charting, fundamental and technical research to construct and monitor portfolios. VIOS employs both long‑ and short‑term trading and explicitly uses short sales and options writing strategies (including covered, uncovered and spread positions), exposing client accounts to borrowing and derivatives risk — practices that are relatively uncommon among its supported‑firm peers.
VIOS uses an institutional custodian relationship through the Charles Schwab program and discloses receipt of related benefits that can influence custodian recommendations. The firm manages a small, concentrated client base with quarterly reporting and at‑least‑monthly reviews by firm management, and it indicates flexibility to waive its stated account minimum for certain clients.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
0.50% – 1.50% (negotiable)
Account minimum: $1,000,000
Main office location
Vios Asset Management LLC
447 Sutter Street Ste 708
San Francisco CA 94108, United States
Number of offices
1
Most active in
Vios Asset Management LLC 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
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