Asio Capital, LLC

Bryce Goldbach is a CFA® charterholder with 10 years of industry experience. He is currently with Asio Capital LLC, where he has worked since 2022, following seven years at Goldman Sachs & Co. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses fundamental analysis and customized asset-allocation ranges to build portfolios, employing a quarterly-reviewed approved security universe and monitoring accounts with ongoing rebalancing and client-focused reviews.

Ryan Osborne is a financial advisor at Asio Capital, LLC with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Community Trust and Investment Company and Cetera Investment Services LLC. Osborne serves as an advisory board member for Forcht Bank, providing strategic input. Asio Capital manages approximately $805 million in discretionary client assets for around 280 client relationships, offering individualized portfolio management for both non-high-net-worth and high-net-worth individuals as well as retirement plan services. The firm’s investment approach is based on fundamental analysis and customized portfolio construction overseen by an Investment Committee.

John Cheshire III is a financial advisor at Asio Capital, LLC with 12 years of industry experience. Before joining Asio Capital in 2018, he worked for Dividend Assets Capital, LLC from 2014 to 2018. He holds Series 63 and Series 65 licenses and serves on the board of Kentucky Retirement Systems, assisting with oversight of the retirement system. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets for around 280 client relationships. The firm offers individualized portfolio management for both non-high-net-worth and high-net-worth individuals, retirement plan sponsors, and participant account services through a third-party platform, using a fundamental analysis-driven investment process overseen by an Investment Committee.

Ryan Gray is a financial advisor with Asio Capital LLC in Lexington, KY, holding Series 63 and Series 65 licenses and accumulating seven years of industry experience. He has been with Asio Capital since 2018 and also has a concurrent role at Community Trust and Investment Co. since 2016. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs fundamental analysis and custom asset-allocation ranges, with an Investment Committee overseeing the approved security universe quarterly.

Erin Serrate is a financial advisor with Asio Capital, LLC in Lexington, KY, holding Series 65 and Series 66 licenses with 15 years of industry experience. Prior to joining Asio Capital in 2018, she worked at Community Trust & Investment Co., BB&T Investment Services, U.S. Bancorp Investments, and Ameriprise. Outside of advising, Serrate serves on the Board of Trustees for Lexington Catholic High School and is a minority owner of a local restaurant, DV8 Kitchen. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets across about 280 client relationships. The firm offers individualized portfolio management for both non-high-net-worth and high-net-worth individuals, as well as services to retirement plan sponsors and participant accounts, employing a fundamental analysis approach overseen by an Investment Committee.

Jason Ayers is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Asio Capital, LLC and has previous experience at Stock Yards Bank & Trust, Community Trust Bank, and Progressive Insurance. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets for around 280 client relationships. The firm provides customized portfolio management for individuals and retirement plan sponsors, utilizing fundamental analysis and an Investment Committee to oversee portfolio construction and ongoing monitoring.