S
Satya Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,439,630
Total clients
16
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,214,977
About
Satya Investment Management provides ongoing portfolio management to individual clients, including high‑net‑worth individuals, tailoring Investment Policy Statements to document each client’s goals, time horizon and risk tolerance. The firm offers asset allocation, asset selection, and regular portfolio monitoring on either a discretionary or non‑discretionary basis and reports account activity monthly via the custodian with separate quarterly communications.
The firm generally implements a global macro investment strategy using long‑term trading and a mix of charting, fundamental, technical and cyclical analysis, and it invests across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), TIPS and commodities. Investment decisions are made in accordance with documented risk tolerances and Satya seeks to allocate opportunities fairly across client accounts.
Noteworthy features include a requirement that clients custody assets at Charles Schwab & Co. Advisor Services and participation in Schwab’s institutional program, from which the firm receives research and other economic benefits that could present conflicts of interest. Satya manages all assets internally without selecting third‑party advisers and, unusually for an advisor of its size, does not aggregate trades for multiple client accounts, a practice that can affect execution quality.
Client services
Portfolio management
Expertise
General retirement planning
Wealth management
Fee options
$1,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001 - And Up: 0.25%
Account minimum: $1,000
Main office location
Satya Investment Management, LLC
5251 West 116 Th Street Suite 200
Leawood KS 66211, United States
Number of offices
2
Most active in
Satya Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
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:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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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