Overview
Assets Under Management: $500 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 120
Average Client Assets: $4 million
Frequently Asked Questions
ASIO CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298326), ASIO CAPITAL LLC is subject to fiduciary duty under federal law.
ASIO CAPITAL LLC is headquartered in LEXINGTON, KY.
ASIO CAPITAL LLC serves 120 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, ASIO CAPITAL LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ASIO CAPITAL LLC manages $500 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, ASIO CAPITAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.55
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 571
Discretionary Accounts: 571
Regulatory Filings
CRD Number: 298326
Last Filing Date: 2024-03-21 00:00:00
Website: https://kbc.team