Asio Capital, employee-owned wealth management firm, opens in Lexington

(Clockwise from top left) Tracy Osborne, John Cheshire, Erin Serrate, Ryan Gray and Cassandra Basler.

LEXINGTON, Ky. — Asio Capital, an employee-owned wealth management firm, opened for business on Sept. 5, 2018. Asio is a Latin name for owl and was inspired by the founders overarching desire to provide wise counsel to their clients based on their combined 70 years of industry experience.

The firm consists of founders Tracy Osborne, John Cheshire, Erin Serrate and Ryan Gray, along with Cassandra Basler, client service coordinator.

Osborne will serve as president and CEO, Cheshire as chief investment officer. Serrate and Gray will both serve as senior wealth strategists.

Osborne said, “We are excited to serve our clients in a manner that is built around our core values, which are founded on putting the client’s needs first.”

Asio Capital, based in Lexington, Ky., is located at 220 Lexington Green Circle, Suite 420. Asio Capital is a registered investment advisor that serves affluent clients across the country.

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