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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
About Sapiat Asset Management, LLC
Sapiat Asset Management is an independent, fiduciary, fee-only RIA based in Greeneville, Tennessee. The firm provides personalized financial, investment, and retirement planning alongside tax-efficient investment management, and offers education and access to digital assets such as cryptocurrency. It was the first fee-only financial advisory firm in Greene County and operates with no commissions or sales pressure.
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Owner & Executives
DONNA LYNNE DICK
CHIEF OPERATING OFFICER, Wealth Management Advisor
- CRD
- --
- Ownership
- Less than 5%
STEVEN LEE DICK
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4717606
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,623,389 | -- |
| Non-Discretionary | $3,320,869 | -- |
| Total | $44,944,258 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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