Sapient Capital LLC

Sapient Capital, LLC is a registered investment advisor established in December 2022, specializing in wealth management services for individuals, high net worth individuals, families, trusts, estates, businesses, foundations, and endowments. The firm also offers investment sub-advisory services to pooled investment vehicles. As a fiduciary, Sapient Capital upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate conflicts of interest. The firm's investment strategies are primarily long-term focused, utilizing fundamental and technical analysis methods. Clients have the option to place reasonable restrictions on their investment portfolios. The minimum annual fee is $10,000, which may be reduced at the advisor's discretion. Wealth management fees are based on assets under management and typically range up to 1.50% annually. Sapient Capital does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm recommends Pershing Advisor Solutions as a custodian and engages Broadridge for proxy voting assistance. Clients' personal information is protected through physical, procedural, and electronic security measures, and the firm does not sell non-public personal information. Sapient Capital's Privacy Policy ensures the confidentiality and security of clients' personal information, with periodic revisions provided to clients. Clients have the right to limit the sharing of their personal information for marketing purposes. For any inquiries or to obtain a copy of the current Privacy Policy, clients can contact Sapient Capital at (317) 719-0157.