Confidence and clarity for the unpredictable.

A Latin name for owl, Asio was inspired by our drive to guide people with expertise, but also with a sensibility for real-life implications. As an employee-owned wealth management firm we have a personal stake in our clients’ success. We’ll help you identify nd achieve your legacy goals by making the complicated simple.

Let us introduce ourselves.

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