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Christy Gayl Matzen

Sapient Capital LLC

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About Christy Gayl Matzen

Christy Gayl Matzen is a financial advisor who has been working in the industry since 2013. Christy is registered with Sapient Capital Llc. Prior to joining Sapient Capital Llc, Christy worked at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Valmark Securities, Inc. Christy is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Christy's specialization is in providing financial planning and portfolio management services to individuals and families. Christy's firm provides advisory services for individuals, families, corporations, charitable organizations, and institutions.

Firm Information

Christy Matzen is currently registered with Sapient Capital LLC. Sapient Capital LLC is an investment advisor registered with the SEC and headquartered in INDIANAPOLIS, IN. The firm manages approximately $11.44 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Sapient Capital offers a range of advisory services including portfolio management, financial planning, and selection of other advisors. The firm primarily focuses on providing family office services.
Sapient Capital LLC

310 E 96TH STREET

INDIANAPOLIS, IN 46240

$11.44B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christy Matzen’s Registration & Firm History

IN

08/06/2024 - Present

Sapient Capital LLC (INDIANAPOLIS IN)

TX

01/04/2021 - 08/12/2021

GOLDMAN SACHS & CO. LLC (DALLAS TX)

TX

02/21/2015 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (DALLAS TX)

TX

04/14/2014 - 12/03/2014

VALMARK SECURITIES, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 08/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christy Gayl Matzen.
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