SAPIENT CAPITAL LLC

CRD 324899File 801-127298

APPROVED

Retail clients

Custody

Filing as of Mar 17, 2026

Feed vintage Aug 17, 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

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.