Asio Capital LLC

Asio Capital LLC (CRD# 298326) is a financial advisory firm headquartered in Lexington, KY. They manage $499,551,795 in 571 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
220 Lexington Green Circle, Suite 420, Lexington, KY 40503
https://asiocapital.com/
By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    571
    ACCOUNTS
  • Average Account Value
    $874,872
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KY, NC, NY, OH, SC, TN

Financial Advisors at Asio Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
John Cheshire, financial advisor Lexington KY
John C. Cheshire
CRD#: 2191045
220 Lexington Green Circle, Suite 420, Lexington, KY 40503

John Cheshire (CRD# 2191045) is an Investment Advisor Representative working at Asio Capital LLC in Lexington, KY and has over 32 years of experience in the finance industry.

2
Ryan Gray, financial advisor Lexington KY
Ryan M. Gray
CRD#: 5567406
220 Lexington Green Circle, Suite 420, Lexington, KY 40503

Ryan Gray (CRD# 5567406) is an Investment Advisor Representative working at Asio Capital LLC in Lexington, KY and has over 15 years of experience in the finance industry.

3
Ryan Osborne, financial advisor Lexington KY
Ryan T. Osborne
CRD#: 4341004
220 Lexington Green Circle, Suite 420, Lexington, KY 40503

Ryan Osborne (CRD# 4341004) is an Investment Advisor Representative working at Asio Capital LLC in Lexington, KY and has over 23 years of experience in the finance industry.

4
Erin Serrate, financial advisor Lexington KY
Erin H. Serrate
CRD#: 4787050
220 Lexington Green Circle, Suite 420, Lexington, KY 40503

Erin Serrate (CRD# 4787050) is an Investment Advisor Representative working at Asio Capital LLC in Lexington, KY and has over 19 years of experience in the finance industry.

5
Bryce Goldbach, financial advisor Lexington KY
Bryce Goldbach
CRD#: 6590638
220 Lexington Green Circle, Suite 420, Lexington, KY 40503

Bryce Goldbach (CRD# 6590638) is an Investment Advisor Representative working at Asio Capital LLC in Lexington, KY and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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