Asio Capital LLC

RIASEC RegisteredEst. 2018

Total AUM

$805M

Discretionary

$805M

100% of AUM

Avg account

$1.2M

Accounts

700

Employees

Advisory reps

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

FINTRX

Overview

Asio Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm operates as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging a fee based primarily on a percentage of assets under management alongside other fee arrangements. Its stated advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and selection of other advisers. Asio Capital does not position itself as an active ESG investor. The firm has been recognized in trade coverage, receiving a Top RIA Firms mention from FA Magazine in 2020. Ownership is categorized as individual, and the business identifies a clear preference toward equity exposure in its managed portfolios.