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$121.8M Total AUM
$121.8M Disc. AUM
1.8% 3Y CAGR
1 Employees
47 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-23-2018
- Office Locations
- 1
Office Locations
1 Boars Head Place STE 220 Charlottesville VA
About Clio Asset Management LLC
Clio Asset Management is a founder-led, discretionary public equity manager for high net worth individuals, family offices, and select foundations and endowments. Portfolios are implemented via separately managed accounts at Charles Schwab, typically holding 8-12 exceptional public companies for the long term, focused on high returns on capital, durable growth, and strong management and culture.
Team overview
42 AVG AGE
$121.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
James George Aldige IV
Chief Compliance Officer, Managing Member
- CRD
- #6986573
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,839,463 | $1,846,052 |
| Non-Discretionary | $0 | -- |
| Total | $121,839,463 | $1,846,052 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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