Overview

Headquarters
Indianapolis, IN
Total Firm Assets
$13.8 billion
Average High-Net-Worth Client Portfolio Size
$17.0 million

Fee Disclosure

Source: SAPIENT CAPITAL DISCLOSURE BROCHURE (2026-08-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.50%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $75,000 1.50%
$10 million $150,000 1.50%
$50 million $750,000 1.50%
$100 million $1,500,000 1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
85.62%
Number of High-Net-Worth Clients
691
Total Client Accounts
6,681
Discretionary Accounts
6,468
Non-Discretionary Accounts
213

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
324899
  • SAPIENT CAPITAL DISCLOSURE BROCHURE (2026-08-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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