401 Pennsylvania Pkwy
Suite 100
Indianapolis, Indiana 46280
Tel: (317) 719-0157
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$8,944,535,606 | 18918 | 155 |
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