Asio Capital LLC

Asio Capital LLC is a SEC-registered investment adviser based in Kentucky, established in 2018. The firm offers portfolio management services tailored to individual client needs, including asset management, retirement plan services, and financial consulting. As of December 31, 2022, the firm managed approximately $393 million of client assets on a discretionary basis. Asio Capital LLC charges annual fees ranging from 0.50% to 1.15% based on assets under management, with fees billed monthly in arrears. The firm may negotiate fees on a client-by-client basis. Clients are recommended to have at least $1 million in investable assets, but exceptions are made on a case-by-case basis. Asio Capital LLC does not accept performance-based fees or engage in side-by-side management. The firm conducts fundamental analysis to select securities and asset classes, focusing on factors like economic cycles, industry trends, and financial metrics. Clients have the option to grant discretionary authority for account management, with the firm providing regular reviews and reports. Asio Capital LLC votes proxies on behalf of clients, following established policies and procedures. The firm recommends clients custody assets with Schwab Institutional and may engage in block trading for efficiency. Asio Capital LLC does not engage in unaffiliated solicitors for client referrals and has no reportable disciplinary events.