S
$231.5M Total AUM
$162.9M Disc. AUM
32.4% 3Y CAGR
2 Employees
24 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Coinbase · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2015
- Office Locations
- 1
Office Locations
500 W 2ND ST Suite 1900 Austin TX
About Svrn Asset Management, LLC
SVRN Asset Management, led by former Morningstar strategist Samuel Lee, provides active portfolio management and financial planning for retail and institutional clients, with a stated focus on entrepreneurs. The firm emphasizes asset allocation and portfolio construction, primarily using public funds and ETFs, with some use of private funds and digital assets; custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$115.7M AVG AUM / ADVISOR
$9.6M AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMUEL Y LEE
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #6480717
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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B
BECK RYAN DUGGLEBY
--
- CRD
- #7988070
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,879,521 | $1,508,144 |
| Non-Discretionary | $68,582,421 | $4,898,744 |
| Total | $231,461,942 | $1,897,229 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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