{
  "crd_number": 282647,
  "slug": "sapiat-asset-management-llc-greeneville-tn-282647",
  "primary_business_name": "SAPIAT ASSET MANAGEMENT, LLC",
  "legal_name": "SAPIAT ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Greeneville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "24620",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-04-25",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 44944258.0,
  "raum_discretionary": 41623389.0,
  "raum_non_discretionary": 3320869.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 2633601.0,
      "count": 12,
      "description": "IRREVOCABLE TRUSTS"
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 18998030.0,
      "count": 218
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 3320869.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 19991758.0,
      "count": 21
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN",
    "VA"
  ],
  "websites": [
    "https://facebook.com/SAPIATASSETMANAGEMENT",
    "https://linkedin.com/company/sapiat-asset-management-llc",
    "https://sapiatasset.com",
    "https://x.com/SAPIATASSET"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282647",
  "city_as_filed": "GREENEVILLE",
  "url": "https://advisorcensus.com/firm/sapiat-asset-management-llc-greeneville-tn-282647",
  "display_name": "Sapiat Asset Management, LLC",
  "summary": "Sapiat Asset Management, LLC is a state-registered investment advisory firm in Greeneville, TN, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Sapiat Asset Management, LLC (CRD 282647): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sapiat Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sapiat Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sapiat Asset Management, LLC located?",
      "a": "Sapiat Asset Management, LLC's principal office is in Greeneville, TN, according to its Form ADV."
    },
    {
      "q": "Is Sapiat Asset Management, LLC registered with the SEC or a state?",
      "a": "Sapiat Asset Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282647."
    },
    {
      "q": "How much does Sapiat Asset Management, LLC manage?",
      "a": "Sapiat Asset Management, LLC reports $44,944,258 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (93% discretionary)."
    },
    {
      "q": "What types of clients does Sapiat Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (21); other (12)."
    },
    {
      "q": "Does Sapiat Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282647"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sapiat-asset-management-llc-greeneville-tn-282647.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 218,
      "fewer_than_5": false,
      "raum": 18998030.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 19991758.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 3320869.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 12,
      "fewer_than_5": false,
      "raum": 2633601.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282647",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}