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Patrick J O'Marro

Sapient Capital LLC

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About Patrick J O'Marro

Patrick J O'Marro is a financial advisor with Sapient Capital LLC in Indianapolis, Indiana. Patrick is a Certified Financial Planner and a Chartered Financial Analyst. Patrick has over 10 years of experience in the financial services industry. Prior to joining Sapient Capital LLC, Patrick worked at Stifel, Nicolaus & Company, Incorporated and Morgan Stanley Smith Barney. Patrick specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Patrick 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.

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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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Patrick O'Marro’s Registration & Firm History

IN

02/17/2023 - Present

Sapient Capital LLC (INDIANAPOLIS IN)

IN

08/17/2011 - 03/17/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)

IL

11/04/2009 - 03/31/2010

MORGAN STANLEY SMITH BARNEY (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 12/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 11/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick J O'Marro.
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