Sapient Capital LLC
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Overview
Sapient Capital LLC is located at 310 E 96th Street, Indianapolis, IN. The firm employs 19 financial advisors to manage client portfolios and provide financial guidance. Sapient Capital LLC is not a registered broker-dealer.
Sapient Capital LLC oversees $9.8 billion in assets under management across 5,409 accounts, of which 5,119 are discretionary and 290 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Sapient Capital LLC includes asset-based and fixed fees. The firm has 582 high net worth clients.
Sapient Capital LLC is registered in the states of Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sapient Capital LLC by the Numbers
$9.8 billion
42
5,409
$1.8 million
Products and Services
Sapient Capital LLC offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. However, Sapient Capital LLC did not provide financial planning services to any of its clients in the prior financial year. It is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on the services provided. Fees billed by Sapient Capital LLC can include some blend of the following fee structures: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors, high net worth investors, and charitable organizations. Out of its 3 clients, Sapient Capital LLC's biggest client type by number of accounts is high net worth investors, though it also manages money for 582 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 66.74%
- Other Individuals - 30.28%
- Corporations - 0%
- Charitable Organizations - 2.98%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sapient Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sapient Capital LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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