SAPIENT CAPITAL LLC

401 Pennsylvania Pkwy
Suite 100
Indianapolis, Indiana 46280
Tel: (317) 719-0157

About SAPIENT CAPITAL LLC

SAPIENT CAPITAL LLC, formally registered with the SEC as SAPIENT CAPITAL LLC. The firm was established in 02/06/2023. They have over 4 offices throughout the country.

SAPIENT CAPITAL LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $11,439,805,300 assets under management, offering retirement planning & investment advisory services to 5947 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324899
SEC#	801-127298
Assets Managed by Firm	$11,439,805,300
No. of Clients	5947
No. of Advisors	56

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	5947	$11,439,805,300
Individuals (other than high net worth individuals)	290	$99,940,685
High net worth individuals	614	$9,739,700,411
Charitable organizations	29	$1,010,788,312
Corporations or other businesses	Fewer than 5 clients	$589,375,892

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