Fee-only adviser · Sheridan, WY

Alisio Capital Partners LLC

Alisio Capital Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Sheridan, Wyoming (its office is a private residence, so the street address is not published). On its latest Form ADV, filed October 12, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number343516 · SEC file 801-137039
OfficeSheridan, WY (mailing address; office not published)
Phone+31622110777
Websitewww.alisiocp.com
Regulatory assets under managementNot reported
Individual clientsFewer than 5
Financial planning clients0
How it chargesPercentage of assets
ServicesPortfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingOctober 12, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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