# AIO FINANCIAL, LLC

AIO FINANCIAL, LLC of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 114030
- Type: SEC-registered investment adviser
- SEC file number: 801-118105
- Location: 2531 E RICHARDS PL, TUCSON, AZ, 85716
- Phone: 520-325-0769
- Latest filing: 2026-02-20
- Regulatory AUM: $199.2M
- Non-discretionary AUM: $199.2M
- Clients: 4
- Accounts: 197

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William Michael Holliday | OWNER CCO | — |
| HOLLIDAY WILLIAM MICHAEL | OWNER CCO | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-10-04 | regulatory | AIO FINANCIAL AND HOLLIDAY RECOMMENDED INVESTING IN A FIRST POSITION COMMERCIAL MORTGAGE (FPCM) INVESTMENT (WOODBRIDGE FUNDS) FOR THREE ACCREDITED CLIENTS DURING PORTFOLIO REVIEWS CONDUCTED IN AIO FINANCIAL'S TUCSON, ARIZONA OFFICE. PRIOR TO RECOMMENDING THE FPCMS TO THEIR CLIENTS, THE ARIZONA CORPO… | Final | $3K |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BOULDER | CO | 1 | (720) 779-0275 |
| ISSAQUAH | WA | 1 | (425) 528-0877 |
| BEVERLY HILLS | CA | 1 | (424) 358-5410 |
| LAS VEGAS | NV | 1 | (702) 848-3033 |
| ROCHESTER | NY | 1 | (888) 939-1733 |
| BOULDER | CO | 1 | (720) 779-0275 |
| ISSAQUAH | WA | 1 | (425) 528-0877 |
| BEVERLY HILLS | CA | 1 | (424) 358-5410 |
| LAS VEGAS | NV | 1 | (702) 848-3033 |
| ROCHESTER | NY | 1 | (888) 939-1733 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114030/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114030/similar
- Related entities: https://search.stillhousedata.com/firm/114030/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114030

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.