RIA Intel›Advisers›Tennessee›SAPIAT ASSET MANAGEMENT, LLC

SAPIAT ASSET MANAGEMENT, LLC

Advisory

GREENEVILLE, TN

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in TN

#361

of 380 advisers by AUM

Average account

$177K

across 254 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$45M

Discretionary AUM$42M

Non-Discretionary AUM$3M

Discretionary %92.6%

Total Clients251

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

251 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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