# ECIO, INC.

ECIO, INC. of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 301432
- Type: SEC-registered investment adviser
- SEC file number: 801-129326
- Location: 821 E WASHINGTON AVENUE, SUITE 200, MADISON, WI, 53703
- Phone: 608-291-4646
- Latest filing: 2026-06-30
- Regulatory AUM: $395.6M
- Discretionary AUM: $395.6M
- Clients: 8
- Accounts: 241

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Phillip Ronald Waara | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Robin Chorone Roquitte | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Clark M Huang | MEMBER & CHIEF TECHNOLOGY OFFICER | — |
| Timothy David Ivey | VICE PRESIDENT | — |
| Courtney Liebig Dean | CHIEF REVENUE OFFICER; CHIEF REVENUE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| DEAN COURTNEY LIEBIG | CHIEF REVENUE OFFICER | — |
| WAARA PHILLIP RONALD | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| ROQUITTE ROBIN CHORONE | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Huang Clark M | MEMBER & CHIEF TECHNOLOGY OFFICER | — |
| Ivey Timothy David | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301432/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301432/similar
- Related entities: https://search.stillhousedata.com/firm/301432/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301432

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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.