Ecio, Inc.
● SEC registered since 2024CRD 301432SEC# 801-129326Madison, WI
Reg. AUM
$395.6M
Employees
8
Accounts
241
Location
Madison, WI
Ecio, Inc. assets under management
Ecio, Inc. is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2024. It reports $395.6 million in regulatory assets under management and employs 8 people.
Ecio, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clark M Huang | Member & Chief Technology Officer | 10-25% | 2019 |
| Courtney Liebig Dean Control | Chief Revenue Officer & Chief Compliance Officer | Under 5% | 2021 |
| Phillip Ronald Waara Control | Chief Operating Officer | 5-10% | 2019 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ecio, Inc. manage?
Ecio, Inc. reports $395.6 million in regulatory assets under management on its Form ADV.
How many employees does Ecio, Inc. have?
Ecio, Inc. reports 8 employees.
Where is Ecio, Inc. located?
Ecio, Inc. is based in Madison, WI and has been SEC-registered since 2024.
Does Ecio, Inc. disclose fund performance?
Ecio, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 821 E Washington Avenue, Suite 200, Madison, WI 53703 |
| Phone | 608-291-4646 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$395.6M▲ 71%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$395.6Mregulatory AUM
Discretionary $395.6M