# Sapient Capital LLC

> 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.

- CRD: 324899
- Filed as: SAPIENT CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324899
- AdvisorCensus page: https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899

## Quick answers

**How is Sapient Capital LLC compensated?**
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.

**How much does Sapient Capital LLC charge?**
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.

**Where is Sapient Capital LLC located?**
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).

**Is Sapient Capital LLC registered with the SEC or a state?**
Sapient Capital LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324899.

**How much does Sapient Capital LLC manage?**
Sapient Capital LLC reports $13,756,996,022 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (81% discretionary).

**How have Sapient Capital LLC's assets and staff changed since 2023?**
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.

**What types of clients does Sapient Capital LLC serve?**
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).

**Which custodians does Sapient Capital LLC use?**
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.

**Does Sapient Capital LLC report any disciplinary disclosures?**
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

**What changed in Sapient Capital LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

- Minimum annual fee: $10,000

> The Advisor requires a minimum annual fee of $10,000, which may be reduced at the Advisor’s sole discretion.

- Flat fee: up to $20,000 (stand-alone financial planning services)

> Sapient Capital offers stand-alone financial planning services for a fixed fee. Fixed fees range up to $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $13,756,996,022
- Discretionary: $11,182,441,801
- Non-discretionary: $2,574,554,221

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 289 | $94,251,865 |
| High net worth individuals | 691 | $11,779,395,232 |
| Charitable organizations | 31 | $1,207,646,133 |
| Corporations or other businesses not listed above | 6 | $675,702,792 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 59 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Chicago, IL
- Los Angeles, CA
- Miami, FL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- sapientcapital.com
- sapientqualityselect.com
- LinkedIn @sapient-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $6,528,809,536 | 35 | June 5, 2023 |
| October 2024 | $10,485,413,241 | 42 | August 29, 2024 |
| October 2025 | $11,439,805,300 | 56 | February 3, 2025 |
| October 2026 | $13,756,996,022 | 59 | August 31, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sapient Capital LLC (CRD 324899): Form ADV filing data as of October 2026.