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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