Sapient Capital LLC

Overview

Sapient Capital LLC is an SEC registered investment adviser based in Carmel, IN, registered since 2023. It reports $13.8B in assets under management across 6,681 accounts, with 59 employees. It has 37 investment adviser representatives.

Reported AUM

$13.8B

Discretionary

81%

Accounts

6,681

Average account

$2.1M

Employees

59

Advisory reps

37

Registered since

2023

Jurisdictions

26

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• James Albert Rooney III Chief Executive Officer CRD 1711247
• Karim Michael Khairallah Chief Executive Officer, Sapient Capit CRD 7971619
• James McLaughlin Knall Partner, Managing Director CRD 4581956

4 more executive officers, with direct contact details

Advisory reps 3 of 37

• Eduardo Michael Aguirre Investment Adviser Rep CRD 4578693
• Isabelle Kathleen Beg Investment Adviser Rep CRD 8235435
• Elizabeth Bauer Chand Investment Adviser Rep CRD 6647568

34 more advisory reps, with emails, phones and branch locations

Location

Headquarters

401 Pennsylvania Pkwy Ste 100
Carmel, IN 46280

County

Hamilton

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: sapientcapital.com

Every state, with registration dates

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