I
IO Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
IO Advisors, LLC is a California-registered sub‑advisory firm that provides discretionary asset management and model portfolios to registered investment adviser (RIA) firms and, through those relationships, to the RIAs’ individual and small‑business clients. The firm does not accept direct non‑RIA individual clients and does not take custody of client funds or securities.
IO’s investment offering is concentrated in an indexed strategy made up of 100% equity positions and the firm uses cyclical, fundamental, and technical analysis in its investment process. IO constructs and regularly monitors model portfolios and delivers updates to partnering RIAs, while suitability determinations and end‑client supervision remain the responsibility of the RIA using the models.
Founded in 2017 and wholly owned by Tix Corp., IO operates as a small sub‑advisor whose primary client relationships are other investment advisers rather than direct institutional or pooled mandates, a distribution model that is uncommon among its peers. The firm also does not participate in wrap programs, does not select custodians for the end clients, and reported no client assets under management as of December 31, 2024.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
0.25% annually
Account minimum: $250,000
Main office location
IO Advisors, LLC
Santa Ana CA, United States
Number of offices
2
Most active in
IO Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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