SAPIENT CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $13.76B |
| Discretionary | $11.18B81% of AUM |
| Non-Discretionary | $2.57B |
| Client Accounts | 6,681 |
| Avg Account Size | $2.1M |
| Employees | 59 |
| Peak AUM | $13.76BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.8B | +20.3% | — | — | |
| Discretionary AUM | $11.2B | ||||
Key Metrics
| Total AUM | $13.76B |
| Discretionary | $11.18B |
| Employees | 59 |
| Client Accounts | 6681 |
| Client Range | 0 |
Contact & Location
Address
401 PENNSYLVANIA PKWY
INDIANAPOLIS IN 46280
Phone
(317) 719-0157
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$11.2B
81.3% of AUM
Non-Discretionary
$2.6B
18.7% of AUM
Disc. mix ▼ 1.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported