Sapiat Asset Management, LLC

RIASEC Registered

Total AUM

$44.9M

Discretionary

$41.6M

93% of AUM

Avg account

$177K

Accounts

254

Employees

Advisory reps

Firm details

Headquarters: Greeneville, Tennessee
CRD number: 282647
Website: sapiatasset.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI44.48%
Individuals42.27%
Pension & Profit Sharing Plans7.39%
Other5.86%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Sapiat Asset Management, LLC is an independent registered investment adviser organized as an LLC serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. It charges a mix of fee types — percentage of assets under management, hourly and fixed fees, and it may use performance-based arrangements. Sapiat does not identify itself as a capital allocator or an active ESG investor, and it is not structured as a multi-state advisor.