Svrn Asset Management, LLC

RIASEC Registered

Total AUM

$231M

Discretionary

$163M

70% of AUM

Avg account

$1.9M

Accounts

122

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 222518
Registered since: May 21, 2021
Website: svrn.co
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI72.69%
Charitable Organizations12.73%
Pooled Investment Vehicles9.3%
Corporations / Businesses4.22%
Individuals1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Svrn Asset Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both high-net-worth individuals and institutional clients and delivers financial planning and portfolio management across retail and pooled vehicles. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Svrn charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not identify as an active ESG investor and does not describe itself as a capital allocator.