Svrn Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 25, 2026, reports $231M in regulatory assets under management, 2 employees, and 122 accounts.
Assets Under Management
$231M
Employees
2
Offices
--
Total Clients
24
Primary office
AUSTIN, TX
500 W 2ND ST, SUITE 1900, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.8% of total clients.
Top client categories% of clientsClients
1
HNWI
70.8%
17
2
Individuals
20.8%
5
3
Pooled Investment Vehicles
8.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of March 25, 2026
Discretionary70.4%
$163M
70% of total RAUM70.4%
Non-discretionary29.6%
$69M
30% of total RAUM29.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$231M
Total Accounts122
10Y AUM Change+$120M (+107.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee12:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.