Sapiat Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,944,258
Total clients
239
9% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
239
Average account size
$188,051
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
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Sapiat Asset Management, LLC
705 Professional Plaza Drive, Suite 2
Greeneville TN 37745, United States
Number of offices
1
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")