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ASIO CAPITAL LLC
CRD 298326 · SEC 801-113910
220 LEXINGTON GREEN CIRCLE, SUITE 420, LEXINGTON, KY, 40503, United States
Phone
859-785-4130
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$805.1M
Discretionary AUM
$805.1M
Team
7 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $122.3M |
| High net worth individuals | 126 | $591.1M |
| Pension/profit sharing plans | 3 | $4.8M |
| Charitable organizations | 1 | $26.3M |
| Corporations/business entities | 10 | $60.6M |
States served
GA, IN, KY, NY, NC, OH, SC, TN, FL
All web addresses on file
Official SEC filing: View on IAPD