Patrick J O'marro
Investment adviser representative at Sapient Capital LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$13.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Sapient Capital LLCFeb 2023 to now
- Stifel Nicolaus & Co., Inc.Apr 2010 to Feb 2023
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IN).
Sapient Capital LLC
$13.8BAssets managed
1,017Clients
37Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5545920
- Firm CRD
- 324899