Percipient Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Percipient Advisors LLC is a registered investment adviser that provides discretionary portfolio management to a range of clients, including individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, estates, charitable organizations, and business entities. The firm does not offer non‑discretionary services or participate in wrap‑fee programs.
Clients choose between two primary strategies: an Active Swing Trading approach that holds a concentrated, equal‑weighted basket of seven high‑volatility securities (including a 3x leveraged NASDAQ ETF, a spot Bitcoin ETF, and large technology names) and a Passive Asset Allocation approach using broad‑based equity and fixed‑income ETFs. Management is tailored on an individual basis, and client‑imposed restrictions are generally accommodated only under the Passive Strategy, not the structured Active Strategy.
Notable features that distinguish the firm include a performance‑fee tier for Qualified Clients that charges 15% of positive net outperformance versus the Invesco QQQ benchmark, calculated annually with an annual reset and no high‑water mark, and explicit policies addressing side‑by‑side conflicts such as trade allocation and independent reviews. The firm reports it was formed in 2026, manages no client assets as of the brochure date, does not act as a private fund adviser, and requires custody with one of three approved custodians.
Client services
Expertise
Fee options
$0+: 1.00% annually (Standard Tier for Regular Investors) $1,400,000+: 0.50% annually (Base Fee for Qualified Clients with Performance Fee)
15% of net outperformance relative to Invesco QQQ Trust (QQQ) total return, for Qualified Clients only
Fee-only: Advisory fees based solely on AUM and performance fees; no commissions received.
Main office
Fenton MO
Advisors at this office
1
Most active in
Missouri
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:
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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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