James Aldige has been Managing Member/Chief Compliance Officer of Clio Asset Management since May 2018, is a control person of the firm and directly owns 75% or more of it. James Aldige holds a BA in Economics from the University of Virginia and an MBA from Harvard Business School. James Aldige studied M.Phil. in Economic History at the University of Oxford.
Clio Asset Management LLC is a Charlottesville, VA firm with $128M under management, 46 clients and 1 adviser in one office, as of its September 2026 filing.
James Aldigé is Founder and CEO of Clio Asset Management, based in Charlottesville, Virginia. He is responsible for all aspects of managing the firm and has over twenty years of financial services and investment experience. He has been an investment banker, a partner at a fundamental long/short equity hedge fund and a co-founder of a multi-family office investment platform, and he founded Clio Asset Management in 2018.
- Clio Asset Management LLCCurrent– present · 8 yearsCharlottesville, VA · Adviser representative · Firm CRD 298041
Investment adviser representative registrations
James Aldige is registered as an investment adviser representative in 2 states. Each was approved in August 2018.
- TexasSince 29 August 2018
- VirginiaSince 23 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James George Aldige
- CRD
- 6986573
- Firm
- Clio Asset Management · CRD 298041
- Role
- Managing Member/Chief Compliance Officer
- Office
- 1 BOARS HEAD LANE, SUITE C-4, Charlottesville, VA 22903
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clioam.com
Where does James Aldige work?
James Aldige has been Managing Member/Chief Compliance Officer of Clio Asset Management LLC since May 2018, and is a control person of the firm.
Is James Aldige a financial advisor?
Yes. James Aldige has a current investment-adviser registration in Texas and Virginia, through Clio Asset Management since August 2018.
How many years of experience does James Aldige have?
James Aldige has 8 years in the financial industry, since August 2018, across 1 adviser firm.
What exams has James Aldige passed?
James Aldige passed the Series 65 in June 2018.
Where is James Aldige based?
James Aldige’s registered office is in Charlottesville, VA.
Is James Aldige registered with FINRA?
No. James Aldige has no current broker registration.
How can I verify James Aldige’s record?
Search CRD 6986573 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Aldige’s full registration record.