Asio Capital, LLC
ASIO Capital, LLC is an independent investment advisory firm headquartered in Houston, Texas. The firm is registered with the SEC and operates as an asset manager, serving high net worth individuals, families, and institutions. ASIO Capital offers tailored wealth management and investment solutions. Founded in 2020, the firm focuses on personalized client service and financial planning, employing investment professionals experienced in analyzing global markets and portfolio management.
Investment Strategy
ASIO Capital pursues a diversified investment strategy focused on long-term capital appreciation and risk management. The firm allocates assets across multiple sectors, primarily investing in publicly traded equities and fixed income securities. Their approach emphasizes diligent research, portfolio diversification, and active management to optimize returns while controlling risk exposure. ASIO Capital customizes investment solutions to meet the specific objectives and risk profiles of its clients, integrating macroeconomic analysis and security selection to deliver consistent performance.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.09% | $74.1M | 110,661 | $521.54 | $669.30 | +$8.6M |
N NVDA | NVIDIA CORPORATION | 4.72% | $31.6M | 169,096 | $10.88 | $186.58 | +$5.0M |
J JMUB | J P MORGAN EXCHANGE TRADED F | 4.72% | $31.5M | 625,001 | $50.37 | $50.47 | +$7.0M |
G GOOG | ALPHABET INC | 3.07% | $20.5M | 84,252 | $88.09 | $243.55 | +$5.8M |
M MSFT | MICROSOFT CORP | 2.79% | $18.6M | 35,931 | $244.43 | $517.95 | +$2.4M |