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Asio Capital LLC

● SEC registered since 2018CRD 298326SEC# 801-113910Lexington, KY
Export (members)
Reg. AUM
$621.5M
Employees
7
Accounts
642
Location
Lexington, KY

Asio Capital LLC assets under management

Asio Capital LLC operates as an SEC-registered investment adviser based in Lexington, KY. The firm has been registered since 2018. It reports $621.5 million in regulatory assets under management and employs 7 people.

Asio Capital LLC owners & executives

9 reported
NameTitleOwnershipSince
Bryce Goldbach ControlMember5-10%2025
Erin Hershey Serrate ControlMember10-25%2018
Jared Bennett CalvertChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Asio Capital LLC manage?

Asio Capital LLC reports $621.5 million in regulatory assets under management on its Form ADV.

How many employees does Asio Capital LLC have?

Asio Capital LLC reports 7 employees.

Where is Asio Capital LLC located?

Asio Capital LLC is based in Lexington, KY and has been SEC-registered since 2018.

Does Asio Capital LLC disclose fund performance?

Asio Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 Lexington Green Circle, Suite 420, Lexington, KY 40503
Phone859-785-4130
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$621.5M
Non-discretionary$0
Total (RAUM)$621.5M