Wealth Manager
    SEC Registered

    Asio Capital LLC

    Registered investment advisor · Lexington, Kentucky · CRD #298326

    Assets Under Management
    $805M
    Client Accounts
    700
    Employees
    7
    CRD Number
    298326
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Asio Capital LLC

    ASIO Capital LLC is a financial advisory firm based in Lexington, Kentucky, offering investment services with a focus on fundamental analysis and a human-first approach to wealth management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Asio Capital LLC

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    Frequently Asked Questions

    What is Asio Capital LLC's AUM?

    Asio Capital LLC reports approximately $805M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Asio Capital LLC headquartered?

    Asio Capital LLC is headquartered in Lexington, Kentucky.

    What is Asio Capital LLC's CRD number?

    Asio Capital LLC's CRD number is 298326. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Asio Capital LLC manage?

    Asio Capital LLC manages approximately 700 client accounts according to its latest SEC filing.

    Is Asio Capital LLC SEC registered?

    Yes, Asio Capital LLC is registered with the SEC as an investment adviser with an approved registration status.

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