Sapient Capital LLC
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Overview
Sapient Capital LLC is an advisory company based in Indianapolis, Indiana. It has a small team, including 11 financial advisors. Sapient Capital LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and equities.
The firm's main office is at 310 E 96Th Street, Indianapolis, Indiana 46240. It is legally allowed to serve clients throughout 2 states, including Florida and Indiana.
Number of Advisors
Disclosures
Office Location
Sapient Capital LLC by the Numbers
35
Products and Services
Sapient Capital LLC provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Notably, it did not provide any of its clients with financial planning services in the last fiscal year. The firm does not sell products or offer services other than investment advice to its investment advisory customers.
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
Fees for financial management largely depend on which services are provided. Fee types charged by the company most likely include the following fee types: asset-based or fixed. Sapient Capital LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
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
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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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