INDIANAPOLIS, INCRD 324899Latest ADV March 17, 2026
Sapient Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 17, 2026, reports $13.8B in regulatory assets under management, 59 employees, 4 offices, and 6,681 accounts.
Assets Under Management
$13.8B
Employees
59
Offices
4 offices
Total Clients
1,017
Primary office
INDIANAPOLIS, IN
401 PENNSYLVANIA PKWY, SUITE 100, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
691
2
Individuals
28.4%
289
3
Charitable
3.0%
31
4
Corporations
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.8Bas of March 17, 2026
Discretionary81.3%
$11.2B
81% of total RAUM81.3%
Non-discretionary18.7%
$2.6B
19% of total RAUM18.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13.8B
Total Accounts6,681
10Y AUM Change+$13.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees59
Clients per Employee17:1
10Y Employee Change+24 (+68.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.