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ASIO CAPITAL LLC
ASIO CAPITAL LLC
LEXINGTON, Kentucky
·
7 registered advisors
·
CRD# 298326
SEC# 801-113910
0
859-785-4130
01
Firm Overview
AUM
$500M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Other: ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
03
Specialties
Investment Management
Wealth Management
04
Advisors at ASIO CAPITAL LLC
7 registered advisors
Erin Hershey Serrate
LEXINGTON, Kentucky
CRD# 4787050
Jason Craig Akers
LEXINGTON, Kentucky
CRD# 7034405
John Carroll Cheshire
LEXINGTON, Kentucky
CRD# 2191045
Randie Gail Lawson
LEXINGTON, Kentucky
CRD# 7034408
Ryan Michael Gray
LEXINGTON, Kentucky
CRD# 5567406
Ryan Tracy Osborne
LEXINGTON, Kentucky
CRD# 4341004
Valerie Birchfield Slater
LEXINGTON, Kentucky
CRD# 7035668
05
Office Locations
LEXINGTON, Kentucky
7 advisors
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Data sourced from SEC Form ADV filings. ASIO CAPITAL LLC (CRD# 298326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.