SAPIENT ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ALPHARETTA, Georgia
CRD number
301712
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Sapient Advisors, Inc. operates as a capital allocator that primarily selects and allocates to third‑party advisers rather than managing large, direct discretionary book internally. The firm’s advisory activity is listed as “Selection Of Other Advisers,” which indicates its core role is manager selection and oversight: sourcing external fund managers, performing due diligence, and structuring allocations across strategies. Sapient Advisors, Inc. is not flagged as an active ESG investor and does not appear to operate as a multi‑state adviser. Its business structure is a corporation with an individual owner type and an “other” fee structure. The firm’s industry affiliation with accounting professionals suggests it may lean on accounting expertise for operational oversight and possibly fund/accounting due diligence when reviewing external managers. Classification data lists the firm as unclassified and not a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DANIEL LUCAS

    Founder & PresidentCRD 6366929

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALPHARETTA, GA

FULTON

Location

ALPHARETTA, GA

Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3800 Mansell Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth