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ASIO CAPITAL LLC
220 Lexington Green Circle
Suite 420
Lexington, Kentucky 40503
Tel: 859-785-4130
About ASIO CAPITAL LLC
ASIO CAPITAL LLC, formally registered with the SEC as ASIO CAPITAL LLC. The firm was established in 08/28/2018. They have over 1 offices throughout the country.
ASIO CAPITAL LLC is a Lexington, Kentucky based Financial Planning firm with nearly $499,551,795 assets under management, offering retirement planning & investment advisory services to 571 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298326 |
| SEC# | 801-113910 |
| Assets Managed by Firm | $499,551,795 |
| No. of Clients | 571 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 571 | $499,551,795 |
| Individuals (other than high net worth individuals) | 120 | $71,656,333 |
| High net worth individuals | 117 | $382,450,340 |
| Pension and profit sharing plans | 6 | $16,411,756 |
| Charitable organizations | Fewer than 5 clients | $21,274,810 |
| Corporations or other businesses | 9 | $7,758,556 |
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