ASIO CAPITAL LLC
SEC RegisteredWealth management, simplified.
About the firm
Asio Capital is an employee-owned wealth management firm that takes a human-first approach to financial well-being. The firm was created to deliver the service its founders would want for their own families, aiming to make the complicated simple and the unexpected predictable.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial strategies including wealth management, investment planning, retirement planning, tax management, diversification, legacy planning, and financial education for the next generation.
Who they serve
Professionals, business owners, and those striving to leave a legacy, including business owners, medical professionals, retirees, and high-net-worth families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 154 | $122M |
| High Net Worth Individuals | 126 | $591M |
| Charitable Organizations | 3 | $4.8M |
| State/Municipal Entities | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASIO CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.