Erin Hershey Serrate
Investment adviser representative at Asio Capital LLC
14 yearsExperience
2 statesRegistered in
$805.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Asio Capital, LLCJul 2018 to now
- Community Trust & Investment Co.Apr 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, KY).
Asio Capital LLC
$805.1MAssets managed
294Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4787050
- Firm CRD
- 298326