Sapiat Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,989,788
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
239
9% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
239
Very HighAverage account size
$163,137
About
Sapiat Asset Management serves individuals — including high net worth clients — families, trusts, and employee benefit plans. The firm provides discretionary portfolio management through a wrap-fee program and also offers securities consulting, financial planning, pension consulting, and advice on digital assets and private placements.
The firm typically manages wrap accounts on a long‑term, discretionary basis and employs both fundamental and technical analysis, while providing separate securities consulting for assets held outside the wrap program. Sapiat also delivers one‑off financial consulting, may use short‑term trading when appropriate, and structures fee arrangements for certain digital asset accounts that tie compensation to performance.
What is distinctive about Sapiat is its combination of a high client count per advisor in a single‑advisor practice and its role as sponsor and portfolio manager of a wrap‑fee program that requires use of a recommended custodian. The firm’s willingness to accept digital assets as a form of payment and to use performance‑based fees for digital asset accounts, alongside pension consulting and private placement advice, sets it apart from many peers of similar size.
Client services
Financial planning
Portfolio management
Pension consulting
Financial consulting
Expertise
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees range from $2,500 to $10,000 depending on complexity and scope
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.75% $15,000,001 - $35,000,000: 0.50% $35,000,001 - $75,000,000: 0.25% $75,000,001 - $155,000,000: 0.15% $155,000,001+: 0.10%
$200 to $450 per hour for financial consulting services
Digital Assets accounts charged 20% annual fee on profits; 25% fee on profits for accounts closed in less than 365 days
Minimum fee: Minimum fee of $300.00 per year per household relationship to open and maintain an advisory account Fee-only: Financial Planning: $2,500 to $10,000 fixed fee; Financial Consulting: $200 to $450 per hour; Pension Consulting: starting at $2,500 per year, negotiated case-by-case; Securities Consulting: 0.05% annually of additional assets
Main office location
Sapiat Asset Management, LLC
705 Professional Plaza Drive, Suite 2
Greeneville TN 37745, United States
Number of offices
1
Most active in
Sapiat Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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