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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-06-2023
- Office Locations
- 14
Office Locations
About Sapient Capital LLC
Sapient Capital is an independent RIA delivering comprehensive wealth management, combining strategic investment management with financial planning and family office services. The team emphasizes a unified client experience supported by modern technology, serving clients nationally from offices in Indianapolis, Los Angeles, Miami, and New York. Provides client portal access via Addepar and works with BNY Mellon Pershing.
Reported data analysis
What the numbers show
Between August 7, 2025 and March 17, 2026, reported AUM increased 20.3%, from $11.4B to $13.8B.
Across 4 reported observations, AUM increased 110.7% between October 6, 2023 and March 17, 2026, from $6.5B to $13.8B.
Of the latest reported AUM, 81.3% is discretionary and 18.7% is non-discretionary.
The firm reports 30 advisory representatives and 1,017 clients, or 33.9 clients per representative. That equates to $13.5M in reported AUM per client.
The profile lists 14 reported office locations and 3 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY SCOTT COHEN
Advisor, MANAGING DIRECTOR, PARTNER
- CRD
- #2846669
- Ownership
- Less than 5%
ELIZABETH EWING
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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EDUARDO MICHAEL AGUIRRE
Advisor
- CRD
- #4578693
Mike Aguirre
Partner; Wealth Advisory
- CRD
- --
Showing 2 of 50 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,182,441,801 | $1,728,887 |
| Non-Discretionary | $2,574,554,221 | $12,087,109 |
| Total | $13,756,996,022 | $2,059,122 |
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Separately Managed Accounts
SMA allocation detail is available
Sapient Capital LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Sapient Capital LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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