Asio Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 26, 2026, reports $805M in regulatory assets under management, 7 employees, and 700 accounts.
Assets Under Management
$805M
Employees
7
Offices
--
Total Clients
294
Primary office
LEXINGTON, KY
220 LEXINGTON GREEN CIRCLE, SUITE 420, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
154
2
HNWI
42.9%
126
3
Corporations
3.4%
10
4
Pension Plans
1.0%
3
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$805Mas of March 26, 2026
Discretionary100.0%
$805M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$805M
Total Accounts700
10Y AUM Change+$805M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee42:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.