Confidence and clarity for the unpredictable.

Asio, a Latin name for owl, was inspired by our overarching desire to provide wise counsel.

As an employee-owned wealth management firm, we have a personal stake in our clients’ success.

We will help you identify and achieve your legacy goals by making the complicated simple.

Welcome to Asio.

The Asio Difference

Our core values inform everything we do.

Listening Empathy

We only provide value to our clients if we fully appreciate them as human beings.

Humble Expertise

We are good at what we do, but understand that the wise know they will always be students.

Flexible Perspective

We provide solutions as unique as the people we serve.

Hardworking Service

We work tirelessly to help our clients realize their goals.

Investment Philosophy

Singular Focus

Dedication to our primary offering is the key to the level of service we provide clients. Our investment philosophy isn’t one-size-fits-all, and that’s okay.

Principled and Steady

We believe in staying anchored to long-term values, while markets rise and fall, produces consistent long-term results.

Attention to Detail

Today’s information overload can be overwhelming. Discerning important information is critical. We focus on the right data and execute a plan accordingly.

Investing in Our Advice

As an employee-owned firm, we advise our clients with the same philosophies, practices, and decisions that we use in our own portfolios.

Meet the Team

R. Tracy Osborne

R. Tracy Osborne

Founder
President and CEO

“Honest advice isn’t always the easy thing to give, but it’s always the right thing.”

d: 859.785.4131
e: tosborne@asiocapital.com

John Cheshire

John Cheshire

Founder
Chief Investment Officer

“You should only buy a stock for a client you would put in your own account.”

d: 859.785.4133
e: jcheshire@asiocapital.com

Erin Hershey Serrate

Erin Hershey Serrate

Founder
Senior Wealth Strategist

“I focus on building relationships that transcend investment portfolios.”

d: 859.785.4134
e: eserrate@asiocapital.com

Ryan M. Gray

Ryan M. Gray

Founder
Senior Wealth Strategist

“I take pride in guiding clients toward making informed decisions.”

d: 859.785.4132
e: rgray@asiocapital.com

Cassandra Basler

Cassandra Basler

Client Service Coordinator

“I thoroughly enjoy knowing that I made a difference with our clients.”

d: 859.785.4130
e: cbasler@asiocapital.com

Let's Talk.

220 Lexington Green Circle
Suite 420
Lexington, KY 40503

o: 859.785.4130
f: 859.785.4136