Fee-only adviser · Madison, WI
Ecio, Inc.
Ecio, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Madison, Wisconsin. On its latest Form ADV, filed September 23, 2026, it reports $396M in regulatory assets under management, 7 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 301432 · SEC file 801-129326 |
| Office | 821 E Washington Avenue Suite 200 Madison, WI 53703 |
| Phone | (608) 291-4646 |
| Website | getecio.com |
| Regulatory assets under management | $396M |
| Individual clients | 2 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Madison
- Madison Partners $1.3B
- Resonant Capital Advisors, LLC $3.0B
- Enrich Financial Partners LLC $557M
- Isthmus Partners, LLC $1.4B
- T. Anton Investment House, Inc. $367M
- Atlatl Advisers $393M
See all 23 fee-only advisers in Madison →
Nearby
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