Sapiat Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,989,788
Clients
239
Advisors
1
of 3 employees
About
Sapiat Asset Management provides investment advice to individuals — including high‑net‑worth clients — as well as families, trusts, estates and retirement plans. The firm offers discretionary portfolio management primarily through a firm‑sponsored wrap fee program, and also delivers securities consulting, financial planning and pension consulting services, managing roughly $44.9 million in client assets for about 239 clients.
Investment management is chiefly discretionary and implemented within the wrap program, with a generally long‑term orientation while occasionally employing shorter‑term tactical trades; the firm applies both fundamental and technical analysis in portfolio construction. Sapiat also advises on and holds digital assets, works with qualified custodians for those holdings, and provides separate consulting for assets that remain outside the wrap program.
What distinguishes Sapiat from many peers is its solo‑practitioner model combined with an unusually high client load per advisor and its role as sponsor and portfolio manager of its own wrap program. The firm also accepts performance‑based compensation for digital asset accounts and may collect fees in digital assets — arrangements that are uncommon among similar advisers and that shape how its digital asset strategies are administered.
Client services
Expertise
Fee options
Financial Planning: $2,500 to $10,000; Pension Consulting: starting at $2,500 per year, negotiated case-by-case
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,000 - $1,500,000: 1.50% $1,500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $15,000,000: 0.75% $15,000,000 - $35,000,000: 0.50% $35,000,000 - $75,000,000: 0.25% $75,000,000 - $155,000,000: 0.15% $155,000,000+: 0.10%
Financial Consulting: $200 to $450 per hour
Digital Asset program: 20% annual profit fee; 25% on accounts closed or liquidated within 365 days
Minimum fee: $300 per year per household relationship as minimum fee to open and maintain an advisory account Fee-only: Securities Consulting: 0.05% annually on additional assets
Main office
705 Professional Plaza Drive, Suite 2
Greeneville TN 37745
Advisors at this office
1
Most active in
Tennessee · Virginia
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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