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SAPIENT CAPITAL LLC

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

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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 StatusApproved
Firm CRD#324899
SEC#801-127298
Assets Managed by Firm$11,439,805,300
No. of Clients5947
No. of Advisors56

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 ClientsAUM
Firm Total5947$11,439,805,300
Individuals (other than high net worth individuals)290$99,940,685
High net worth individuals614$9,739,700,411
Charitable organizations29$1,010,788,312
Corporations or other businessesFewer than 5 clients$589,375,892

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