Sapient Capital LLC

Sapient Capital LLC (CRD# 324899) is a financial advisory firm headquartered in Indianapolis, IN. They manage $9,276,179,084 in 5,084 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,276
    MILLION
  • Total Number of Accounts
    5,084
    ACCOUNTS
  • Average Account Value
    $1,824,583
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 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 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 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 15 years of experience in the finance industry.

4
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 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 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 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 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 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 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 6 years of experience in the finance industry.

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