# Samuel Lee

> Samuel Lee is a fee-only financial advisor at Svrn Asset Management in Austin, Texas. Svrn Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-lee/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Svrn Asset Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $231.5M across 122 accounts
- **CRD:** 6480717 (https://adviserinfo.sec.gov/individual/summary/6480717)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.severianasset.com

## Frequently asked questions

### Is Samuel Lee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Svrn Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Svrn Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Samuel Lee based?

Samuel Lee is based in Austin, Texas.

### Is Samuel Lee registered with the SEC?

Yes. Samuel Lee is registered as an investment adviser representative in TX (CRD 6480717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Svrn Asset Management manage?

Svrn Asset Management reports $231.5M across 122 accounts in assets under management.

### How do I contact Samuel Lee?

Through Samuel's website, www.severianasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6480717): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.