SAPIENT CAPITAL LLC

310 E 96th Street
Suite 200
Indianapolis, Indiana 46240
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 1 offices throughout the country.

SAPIENT CAPITAL LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $6,528,809,536 assets under management, offering retirement planning & investment advisory services to 3828 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324899
SEC#	801-127298
Assets Managed by Firm	$6,528,809,536
No. of Clients	3828
No. of Advisors	35

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3828	$6,528,809,536
Individuals (other than high net worth individuals)	190	$79,153,705
High net worth individuals	462	$5,912,720,021
Charitable organizations	16	$536,935,810

Inquire with SAPIENT CAPITAL LLC

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