ASIO CAPITAL LLC

Overview

Asio Capital LLC is an SEC-registered investment adviser that focuses on discretionary portfolio management for individuals, families and institutions. The firm, formed in 2018 and owned by an individual principal, places a clear emphasis on equity exposures delivered through exchange-traded products while also using third-party managers and separate-manager selection when appropriate. Advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. The firm is not an active ESG investor and operates on a percentage-of-AUM fee model (with other fee arrangements available). Asio Capital was recognized by FA Magazine as one of its Top RIA Firms in 2020. Asio’s positioning suggests a manager that leans toward liquid, public-market solutions for core allocations while supplementing portfolios with targeted external managers and income-oriented fixed-income holdings where needed. Custodial and operational workflows appear concentrated, which supports efficient trade execution and centralized reporting.

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