Sapient Capital LLC

Sapient Capital LLC (CRD# 324899) is a financial advisory firm headquartered in Indianapolis, IN. They manage $10,485,413,241 in 5,507 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
310 E 96th Street, Suite 200, Indianapolis, IN 46240
https://sapientcapital.com
By the Numbers
  • Total Assets Under Management
    10,485
    MILLION
  • Total Number of Accounts
    5,507
    ACCOUNTS
  • Average Account Value
    $1,904,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NE, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

Financial Advisors at Sapient Capital LLC
Showing 1 - 10 of 10 top financial advisors.
1
Eduardo Aguirre, financial advisor Indianapolis IN
Eduardo M. Aguirre
CRD#: 4578693
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Eduardo Aguirre (CRD# 4578693) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

2
Jeffrey Cohen, financial advisor Indianapolis IN
Jeffrey S. Cohen
CRD#: 2846669
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Jeffrey Cohen (CRD# 2846669) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 27 years of experience in the finance industry.

3
Michael Hall, financial advisor Indianapolis IN
Michael J. Hall
CRD#: 5168716
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Michael Hall (CRD# 5168716) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

4
Timothy Jansen, financial advisor Indianapolis IN
Timothy W. Jansen
CRD#: 6254988
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Timothy Jansen (CRD# 6254988) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 5 years of experience in the finance industry.

5
James Knall, financial advisor Miami Beach FL
James M. Knall
CRD#: 4581956
Miami Beach, FL

James Knall (CRD# 4581956) is an Investment Advisor Representative working at Sapient Capital LLC in Miami Beach, FL and has over 20 years of experience in the finance industry.

6
Connor Kucera, financial advisor Indianapolis IN
Connor P. Kucera
CRD#: 6652422
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Connor Kucera (CRD# 6652422) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 5 years of experience in the finance industry.

7
Patrick O'marro, financial advisor Indianapolis IN
Patrick J. O'marro
CRD#: 5545920
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Patrick O'marro (CRD# 5545920) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

8
Thomas Pence, financial advisor Indianapolis IN
Thomas J. Pence
CRD#: 2175665
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Thomas Pence (CRD# 2175665) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

9
Jamie Ratner Rich, financial advisor Indianapolis IN
Jamie B. Ratner Rich
CRD#: 4290640
310 E 96th Street, Suite 200, Indianapolis, IN 46240

Jamie Ratner Rich (CRD# 4290640) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

10
John Vanier, financial advisor Indianapolis IN
John P. Vanier
CRD#: 6756389
310 E 96th Street, Suite 200, Indianapolis, IN 46240

John Vanier (CRD# 6756389) is an Investment Advisor Representative working at Sapient Capital LLC in Indianapolis, IN and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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