# Miser Asset Management

> Miser Asset Management is a state-registered investment advisory firm in Knoxville, TN, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 318164
- Filed as: MISER ASSET MANAGEMENT
- Legal name: Miser Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318164
- AdvisorCensus page: https://advisorcensus.com/firm/miser-asset-management-knoxville-tn-318164

## Quick answers

**How is Miser Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Miser Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Miser Asset Management located?**
Miser Asset Management's principal office is in Knoxville, TN, according to its Form ADV.

**Is Miser Asset Management registered with the SEC or a state?**
Miser Asset Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318164.

**How much does Miser Asset Management manage?**
Miser Asset Management reports $55,680,051 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (8% discretionary).

**What types of clients does Miser Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (24); corporations or other businesses not listed above (1).

**Does Miser Asset Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318164

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,680,051
- Discretionary: $4,305,630
- Non-discretionary: $51,374,421

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,781,580 |
| High net worth individuals | 24 | $39,886,614 |
| Corporations or other businesses not listed above | 1 | $11,857 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TN, UT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318164

### Websites listed on Form ADV (Item 1.I)
- miserassetmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miser Asset Management (CRD 318164): Form ADV filing data as of October 2026.