$199.2M Total AUM
$0 Disc. AUM
8.8% 3Y CAGR
4 Employees
199 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight fusionAtlas +more
- Established Date
- 05-10-2005
- Office Locations
- 2
Office Locations
2531 E Richards PL Tucson AZ
-- Hermosillo --
About AIO Financial, LLC
AIO Financial is a fee-only fiduciary planning and investment management firm serving impact investors and expats, including cross-border U.S. clients. The team provides comprehensive advice—tax, retirement, estate, and insurance planning—built around diversified, low-expense, tax-aware portfolios aligned with client values (SRI/impact). Primarily virtual, they custody managed assets at Charles Schwab and leverage modern planning/rebalancing tech (Holistiplan, MoneyGuidePro, TRX).
Team overview
-- AVG AGE
$99.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Vertex Crest insight Meridian Catalyst zenith Pathway
Client Personas
Insight vector
Custodian
Beacon focus Vector Zenith Horizon Value pathway
Investment Themes
Ember north Zenith quantum Alpha North glacier Quantum signal Oak Unison
Investment Vehicles
Prime meridian
Platform
Ember
Services
Prime atlas Delta Beacon wave Focus Momentum Eagle frontier Matrix Delta catalyst Crest beacon Bridge pioneer
Technology
Catalyst Atlas oak Crest Element momentum Value fusion
Owner & Executives
WILLIAM MICHAEL HOLLIDAY
--
- CRD
- #4930333
- Ownership
- 75% or more
(209) 653-6039
ember.insight@pioneercapital.com
in linkedin.com/in/alpha-insight
Showing 1 of 1 owners & executives
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L
LUIS FERNANDO SANCHEZ
--
- CRD
- #8030091
(888) 654-6939
legacy.eagle@unisoncapital.com
in linkedin.com/in/glacier-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $199,162,733 | $1,010,978 |
| Total | $199,162,733 | $1,010,978 |
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Separately Managed Accounts
Total SMA Asset: $199,162,733
Public Funds:
31.3% Corporate - Investment Grade:
22.8% Equity - Exchange:
45.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,467,367,431 | 31.3% |
| Corporate - Investment Grade | $1,797,315,573 | 22.8% |
| Equity - Exchange | $3,618,280,034 | 45.9% |
| Total | $7,882,963,038 | 100.0% |