John Carroll Cheshire

Employer firm

Asio Capital LLC CRD 298326

$805M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 08/2018
  Dividend Assets Capital, Llc
  Ridgeland, SC
• 07/2018 → Present
  Asio Capital, Llc
  Lexington, KY

Previous Registrations

• 2014-09-25 → 2018-09-06
  Dividend Assets Capital, Llc
  Ridgeland, SC

Other Businesses

1. Kentucky Retirement Systems; Investment-Related; Lexington, KY; Board Member; 01/01/2019; Approximately 4 hours per month; 1 hour per month during trading hours; Primary responsibilities are for assisting with the oversight of Kentucky's Retirement System. 2. Ann Hail Irrevocable Trust; Investment-Related; Lexington, KY; Investment Advisor/Trustee; Board Member; 01/01/2019; Approximately 4 hours per month; 1 hour per month during trading hours; Primary responsibilities as advisor is oversight body to the Trustees. Responsibilities as trustee include trading, distributions, overall trust management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-23
• S63 Uniform Securities Agent State Law Examination
  1992-01-17

Other Names

• John Cheshire