$805.1M Total AUM
$805.1M Disc. AUM
27.0% 3Y CAGR
7 Employees
297 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2018
- Office Locations
- 1
Office Locations
220 Lexington Green Circle Suite 420 Lexington KY
About Asio Capital LLC
Asio Capital is an employee-owned RIA in Lexington, KY offering wealth management and financial planning for professionals, business owners, and legacy-focused families. It follows a principled, risk-managed investment process with an ETF-centric toolkit and clear, customized recommendations, and can bring in vetted partners for specialized needs. Reports a 99% client retention rate and custodies with Charles Schwab.
Team overview
44 AVG AGE
$134.2M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
6.3 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN CARROLL CHESHIRE III
President
- CRD
- #2191045
- Ownership
- 25% but less than 50%
Available
Available
Available
RYAN TRACY OSBORNE
Founder
- CRD
- #4341004
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 9 owners & executives
Unlock allContacts
JASON LEVI AYERS
Advisor
- CRD
- #5548659
Available
Available
Available
Showing 1 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $805,087,065 | $1,150,124 |
| Non-Discretionary | $0 | -- |
| Total | $805,087,065 | $1,150,124 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing