Steven Dick
Sapiat Asset Management · Greeneville, Tennessee
Steven Dick is a fee-only financial advisor at Sapiat Asset Management in Greeneville, Tennessee, who holds the CFP and ChFC credentials. Sapiat Asset Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Sapiat Asset Management |
|---|---|
| Based in | Greeneville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $44.9M across 254 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TN, VA · CRD 4717606 |
| Exams passed | Series 63 (2003) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sapiatasset.com |
| Profile |
How Steven's firm compares
- Sapiat Asset Management's average account is about $177,000, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Steven
Is Steven Dick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Sapiat Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Sapiat Asset Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Steven Dick based?
Steven Dick is based in Greeneville, Tennessee.
What credentials does Steven Dick hold?
Steven Dick holds the CFP and ChFC credentials.
Is Steven Dick registered with the SEC?
Yes. Steven Dick is registered as an investment adviser representative in TN and VA (CRD 4717606), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sapiat Asset Management manage?
Sapiat Asset Management reports $44.9M across 254 accounts in assets under management.
How do I contact Steven Dick?
Through Steven's website, www.sapiatasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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