linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kathleen Murphy O'Marro

Sapient Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kathleen? Claim Your Profile

About Kathleen Murphy O'Marro

Kathleen Murphy O'Marro is a financial advisor with Sapient Capital LLC. Kathleen holds a Series 66, Series 7, Series 9, Series 10, Series 24, and SIE license. Kathleen has been in the financial industry since 2009 and has experience working with various clients. She is active in the financial services industry and is committed to providing the best possible service to clients. Kathleen is committed to helping clients achieve their financial goals.

Firm Information

Kathleen O'Marro 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kathleen O'Marro’s Registration & Firm History

IN

07/18/2024 - Present

Sapient Capital LLC (INDIANAPOLIS IN)

IN

03/16/2015 - 03/17/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)

Not sure if Kathleen Murphy O'Marro is right for you?

Licenses & Designations

BOTH

Issued 05/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/01/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/16/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Murphy O'Marro.
Not sure if Kathleen Murphy O'Marro is right for you?