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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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