Samuel Lee
Svrn Asset Management · Austin, Texas
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.
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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 | $231.5M across 122 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6480717 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.severianasset.com |
| Profile |
How Samuel's firm compares
- Svrn Asset Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 122 accounts).
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Questions about Samuel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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