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SAPIENT CAPITAL LLC

INDIANAPOLIS, IN · CRD 324899 · IAPD ↗ · sapientcapital.com · (317) 719-0157

$13.76BRegulatory AUM
30Advisory reps
59Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SAPIENT CAPITAL LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2026 — SAPIENT CAPITAL LLC grew from 22 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — SAPIENT CAPITAL LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2024 — SAPIENT CAPITAL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — SAPIENT CAPITAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — SAPIENT CAPITAL LLC reported RAUM up 42% ($6.53B -> $9.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — SAPIENT CAPITAL LLC now reports custody of client assets ($2.68B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
78
April 2024 — SAPIENT CAPITAL LLC grew from 11 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.