# Sapiat Asset Management, LLC

> 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.

- CRD: 282647
- Filed as: SAPIAT ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greeneville, TN
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282647
- AdvisorCensus page: https://advisorcensus.com/firm/sapiat-asset-management-llc-greeneville-tn-282647

## Quick answers

**How is Sapiat Asset Management, LLC compensated?**
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.

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

**Is Sapiat Asset Management, LLC registered with the SEC or a state?**
Sapiat Asset Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282647.

**How much does Sapiat Asset Management, LLC manage?**
Sapiat Asset Management, LLC reports $44,944,258 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (93% discretionary).

**What types of clients does Sapiat Asset Management, LLC serve?**
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).

**Does Sapiat Asset Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $44,944,258
- Discretionary: $41,623,389
- Non-discretionary: $3,320,869

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 218 | $18,998,030 |
| High net worth individuals | 21 | $19,991,758 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,320,869 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 12 | $2,633,601 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sapiatasset.com
- Facebook @SAPIATASSETMANAGEMENT
- LinkedIn @sapiat-asset-management-llc
- X @SAPIATASSET

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sapiat Asset Management, LLC (CRD 282647): Form ADV filing data as of October 2026.