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CIO Capital Group LLC

CIO Capital Group LLC. CRD 336490

CIO Capital Group LLC logo

CRD: 336490

CIO Capital Group LLC

NEW York, NY, 10010
2125164000
ciocapitalgroup.com
$40.1M Total AUM
$40.1M Disc. AUM
-- 3Y CAGR
5 Employees
7 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Capital Group · Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
05-01-2025
Office Locations
2

Office Locations

41 Madison AVE Floor 31 NEW York NY
45 West River Road Suite 202 Rumson NJ

About CIO Capital Group LLC

CIO Group (CIO Capital Group LLC) is an SEC-registered investment adviser serving wealth owners and advisors with Total Wealth Intelligence—consolidated portfolio views and proprietary AI analytics to surface risks/opportunities and support portfolio construction, often implemented with ETFs. The firm also publishes weekly market and positioning insights via The Point, led by David Bailin and Steven Wieting. Client assets are custodied at Fidelity or Goldman Sachs.

Team overview

65 AVG AGE
$20.0M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
0.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Peak glacier Bridge Insight meridian Eagle timber Prime harbor Unison beacon Pioneer focus Delta

Client Personas

Glacier

Custodian

Radial Atlas timber Signal Legacy Atlas prime Eagle Zenith North bridge Foundation

Investment Themes

Element peak Momentum meridian Wave beacon

Investment Vehicles

Pioneer glacier Summit vertex

Platform

Ridge meridian

Services

Legacy value Prime signal Insight wave Wave Meridian Wave optima Signal

Owner & Executives

D

DAVID RABB BAILIN

Chief Executive Officer, Chief Investment Officer

CRD
#2005301
Ownership
Less than 5%
(550) 661-6483
momentum.quantum@catalystcapital.com
in linkedin.com/in/matrix-fusion
S

SEAN PATRICK MCDERMOTT

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(734) 825-5918
oak.horizon@matrixcapital.com
in linkedin.com/in/ridge-ember
R

Ridge north

Atlas prime signal

CRD
#43200
Ownership
46.2%
(947) 580-5318
ridge.harbor@momentumcapital.com
in linkedin.com/in/ridge-legacy

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Contacts

Steven C Wieting

Steven C Wieting

Chief Economist, Chief Investment Strategist

CRD
#2803063
(922) 799-5849
prime.horizon@unisoncapital.com
in linkedin.com/in/glacier-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-31-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $40,052,370 $2,670,158
Non-Discretionary $0 --
Total $40,052,370 $2,670,158

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Separately Managed Accounts

Total SMA Asset: $40,052,370

$40.1M Total SMA
Equity - Exchange:
9.5%
Public Funds:
7.9%
Cash:
18.6%
Municipal Bonds:
9.6%
Derivatives:
9.0%
Private Funds:
21.8%
Equity - OTC:
23.6%
Asset class Assets Assets %
Equity - Exchange $250,849,425 9.5%
Public Funds $208,601,101 7.9%
Cash $491,136,769 18.6%
Municipal Bonds $253,489,945 9.6%
Derivatives $237,646,823 9.0%
Private Funds $575,633,417 21.8%
Equity - OTC $623,162,781 23.6%
Total $2,640,520,261 100.0%

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