Asio Capital LLC
● SEC registered since 2018CRD 298326SEC# 801-113910Lexington, KY
Reg. AUM
$805.1M
Employees
7
Accounts
700
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 $805.1 million in regulatory assets under management and employs 7 people.
Asio Capital LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryce Goldbach Control | Member | 5-10% | 2025 |
| Erin Hershey Serrate Control | Member | 10-25% | 2018 |
| Jared Bennett Calvert | Chief Compliance Officer | Under 5% | 2024 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Asio Capital LLC manage?
Asio Capital LLC reports $805.1 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
| Address | 220 Lexington Green Circle, Suite 420, Lexington, KY 40503 |
| Phone | 859-785-4130 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$805.1M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$805.1Mregulatory AUM
Discretionary $805.1M