Ryan
Gray

Asio Capital LLC

CRD#5567406
Investment Advisor
in Lexington, KY

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About this Advisor

Ryan Gray is a financial advisor based out of Lexington, Kentucky who has 5 years of industry experience. Gray is an advisor for Asio Capital LLC. The advisor has gained experience at Asio Capital, LLC, Community Trust And Investment Co and Jmi Sports. Gray holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Kentucky. Asio Capital LLC is a financial advisory company based in Lexington, KY. It manages $393 million in assets under management among its 480 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 480 accounts, 46% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Asio Capital LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Asio Capital LLC most likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

220 Lexington Green Circle Suite 420
Lexington, KY 40503

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Asio Capital LLC Brokerage Details

Total Assets Under Management

$393,290,216

KY Average: $949,722,027
Total Number of Employees

6

KY Average: 35
Total Number of Accounts

480

KY Average: 1,296
Average Account Size

$819,355

KY Average: $732,810

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ryan Gray Work History

Ryan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Asio Capital, LLC

2016 - Present (8 years)

Community Trust And Investment Co

2014 - 2016 (2 years)

Jmi Sports

2010 - 2014 (4 years)

Community Trust And Investment Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asio Capital LLC

Erin Serrate
Lexington, KY
Bryce Goldbach
Lexington, KY
Ryan Gray
Lexington, KY
Ryan Osborne
Lexington, KY
John Cheshire
Lexington, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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