{
  "crd_number": 324899,
  "slug": "sapient-capital-llc-indianapolis-in-324899",
  "primary_business_name": "SAPIENT CAPITAL LLC",
  "legal_name": "SAPIENT CAPITAL LLC",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-02-06",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 13756996022.0,
  "raum_discretionary": 11182441801.0,
  "raum_non_discretionary": 2574554221.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 59,
  "advisory_employees": 30,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1207646133.0,
      "count": 31
    },
    "individuals": {
      "raum": 94251865.0,
      "count": 289
    },
    "high_net_worth_individuals": {
      "raum": 11779395232.0,
      "count": 691
    },
    "corporations_other_businesses": {
      "raum": 675702792.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "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"
  ],
  "websites": [
    "https://linkedin.com/company/sapient-capital-llc/mycompany",
    "https://sapientcapital.com",
    "https://sapientqualityselect.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324899",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899",
  "display_name": "Sapient Capital LLC",
  "summary": "Sapient Capital LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Sapient Capital LLC (CRD 324899): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sapient Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sapient Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Sapient Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: up to $20,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sapient Capital LLC located?",
      "a": "Sapient Capital LLC's principal office is in Indianapolis, IN, according to its Form ADV; the September 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sapient Capital LLC registered with the SEC or a state?",
      "a": "Sapient Capital LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324899."
    },
    {
      "q": "How much does Sapient Capital LLC manage?",
      "a": "Sapient Capital LLC reports $13,756,996,022 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (81% discretionary)."
    },
    {
      "q": "How have Sapient Capital LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Sapient Capital LLC: Regulatory assets under management: $6,528,809,536 in the October 2023 data and $13,756,996,022 in the October 2026 data, up 111%. Total employees: 35 in October 2023 and 59 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sapient Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (691); individuals (other than high net worth individuals) (289); charitable organizations (31)."
    },
    {
      "q": "Which custodians does Sapient Capital LLC use?",
      "a": "Sapient Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sapient Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324899"
    },
    {
      "q": "What changed in Sapient Capital LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6528809536.0,
      "total_employees": 35,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 10485413241.0,
      "total_employees": 42,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11439805300.0,
      "total_employees": 56,
      "filing_date": "2025-02-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13756996022.0,
      "total_employees": 59,
      "filing_date": "2026-08-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 30.",
        "Regulatory assets under management went from $11,439,805,300 to $13,756,996,022 (+20%).",
        "Changed its office addresses in Miami, FL.",
        "Added an office in Chicago, IL.",
        "Added an office in Los Angeles, CA.",
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Flat fee: up to $20,000 (stand-alone financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Wealth management fees may typically range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "The Advisor requires a minimum annual fee of $10,000, which may be reduced at the Advisor’s sole discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $20,000 (stand-alone financial planning services)"
        ],
        "quotes": [
          "Sapient Capital offers stand-alone financial planning services for a fixed fee. Fixed fees range up to $20,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": null,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 20000.0,
          "period": "one_time",
          "service": "stand-alone financial planning services"
        }
      ]
    },
    "quotes": [
      "Wealth management fees may typically range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "The Advisor requires a minimum annual fee of $10,000, which may be reduced at the Advisor’s sole discretion.",
      "Sapient Capital offers stand-alone financial planning services for a fixed fee. Fixed fees range up to $20,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 289,
      "fewer_than_5": false,
      "raum": 94251865.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 691,
      "fewer_than_5": false,
      "raum": 11779395232.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 31,
      "fewer_than_5": false,
      "raum": 1207646133.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 675702792.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324899",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}