Sapiat Asset Management, LLC

Sapiat Asset Management, LLC (CRD# 282647) is a financial advisory firm headquartered in Greeneville, TN. They manage $36,222,156 in 322 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $112,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Sapiat Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven L. Dick
CRD#: 4717606
705 Professional Plaza Drive, Suite 2, Greeneville, TN 37745
93
Wealthminder
score

Steven Dick is President of Sapiat Asset Management, LLC in Greeneville, TN and has over 15 years of experience in the finance industry. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), Accredited Asset Management Specialist (AAMS), and Chartered Retirement Plans Specialist (CRPS).

 

For the past 13 years he has worked exclusively with Individuals & Families, their Trusts’, and their Business’. Prior to that he focused on municipal finance with a specialty in sovereign tribal government housing projects.

His professional work often includes Retirement Planning, Retirement Income Management, & Estate Planning. His typical client profile ranges from “Blue Collar Middle Class” to “White Collar Executive” to “High Net Worth”. His favorite thing about financial planning is watching a client achieve an important goal and knowing that he had a hand in their success. Committed to career long professional education, he has earned 10 difficult to obtain professional designations.

As an Entrepreneur & Executive he is an aggressive businessman always searching for exciting business opportunities to grow & expand in his firm's desired markets. Whether it be through organic growth or prudent M&A, his goal is to cultivate his company into a mature, multi-state business. As a Certified Financial Planner he is an objective & disciplined advisor who can be trusted to always place clients first. As a fiduciary, he will spend time getting to know clients before a plan is ever created and then dedicate himself to helping them successfully achieve their goals.

He has a B.A. Economics from the University of Alaska Fairbanks and has studied on scholarship at two prestigious economic think-tanks; the Ludwig von Mises Institute at Auburn University and the Property & Environment Research Center at Montana State University.

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