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Ronald Andrew Leblanc

Sapient Capital LLC

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About Ronald Andrew Leblanc

Ronald Leblanc is an investment advisor representative with Sapient Capital LLC. Ronald has been in the industry for over 25 years and has held licenses in multiple states. Ronald has a strong background in financial planning, portfolio management and selection of other advisors. Ronald has expertise working with high-net-worth individuals, corporations and charitable organizations.

Firm Information

Ronald Leblanc 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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Ronald Leblanc’s Registration & Firm History

IN

03/23/2023 - Present

Sapient Capital LLC (INDIANAPOLIS IN)

IN

03/30/2021 - 03/17/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)

MI

02/01/2021 - 04/09/2021

LPL FINANCIAL LLC (NORTHVILLE MI)

MI

01/27/2020 - 02/22/2021

WWK INVESTMENTS, INC. (NORTHVILLE MI)

TX

12/21/1999 - 04/17/2018

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

NJ

12/10/1996 - 11/10/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 01/03/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/30/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/09/2013

Series 24 - General Securities Principal Examination

BC

Issued 02/29/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Andrew Leblanc.
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