AdvisorRanked
100
Clean

CION GROSVENOR MANAGEMENT, LLC

100 PARK AVE, 25TH FLOOR, NEW YORK, NY 10017-5573
Fiduciaryfee-onlySEC Registered
646-253-8235 cioninvestments.com/ CRD #330199
$335M
Assets Managed
2
Clients
5
Employees
2
Years Active
since 2024

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 2 years.

Firm Details

Legal NameCION GROSVENOR MANAGEMENT, LLC
CRD Number#330199
SEC RegisteredYes
Registration Date2024-05-14
States RegisteredNY
Assets Under Management$335M
Number of Clients2
Employees5
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is CION GROSVENOR MANAGEMENT, LLC a fiduciary?

Yes. CION GROSVENOR MANAGEMENT, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does CION GROSVENOR MANAGEMENT, LLC charge clients?

CION GROSVENOR MANAGEMENT, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does CION GROSVENOR MANAGEMENT, LLC have any complaints?

No. CION GROSVENOR MANAGEMENT, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 2 years of operation.

How does CION GROSVENOR MANAGEMENT, LLC compare to other advisors in NEW YORK?

CION GROSVENOR MANAGEMENT, LLC has a Red Flag Score of 100/100. There are 1970 registered advisory firms in NEW YORK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.