Asio Capital LLC
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 298326
- Registered since
- August 28, 2018
- Website
- www.asiocapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI73.42%
- Individuals15.19%
- Corporations / Businesses7.53%
- Charitable Organizations3.27%
- Pension & Profit Sharing Plans0.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Asio Capital LLC is an independent registered investment adviser organized as an LLC that provides portfolio management and advisory services to individuals, families and institutions. The firm is registered with the SEC (registered in 2018) and identifies as a capital allocator that also performs pension consulting and the selection of other advisers. Its billing mix includes percentage-of-AUM fees alongside other fee arrangements. Asio does not self-identify as an active ESG investor. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
3 of 3
Ryan Osborne
Founder, President and CEOCRD 4341004
John Cheshire
Founder & CIOCRD 2191045
Jared Calvert
Chief Compliance OfficerCRD 7174674
Contacts
3 of 7
Ryan Gray
FounderCRD 5567406
Erin Serrate
FounderCRD 4787050
Jason Akers
PartnerCRD 7034405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$330M in ETFs
53%
$174M
34%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $106M | 138,219 | 32.12% |
Location
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 220 Lexington Green Cir
- Time zone
- CT (UTC-6)
- Office locations
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