← Directory
SAPIENT CAPITAL LLC
CRD 324899File 801-127298
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.76B
Top 10% of cohort (national)
Discretionary AUM
$11.18B
Non-discretionary $2.57B
Clients
1,017
6,681 accounts
Employees
59
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 6, 2023
- Principal office
- 401 PENNSYLVANIA PKWY, SUITE 100, INDIANAPOLIS, IN, 46280
- Phone
- (317) 719-0157
- Website
- https://sapientcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.76B
- Discretionary AUM
- $11.18B
- Non-discretionary AUM
- $2.57B
- Discretionary accounts
- 6,468
- Non-discretionary accounts
- 213
- Total accounts
- 6,681
- AUM per client
- $13.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $675.7M |
| Charitable organizations | 31 | $1.21B |
| High net worth individuals | 691 | $11.78B |
| Individuals (other than high net worth individuals) | 289 | $94.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 56 | 59 | increased by3 |
| Apr 1, 2026 | Clients | 933 | 1,017 | increased by84 |
| Apr 1, 2026 | AUM | $11,439,805,300 | $13,756,996,022 | increased by$2,317,190,722 |
| Apr 1, 2026 | Accounts | 5,947 | 6,681 | increased by734 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAPIENT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAPIENT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.