Isabelle Kathleen Beg
Investment adviser representative at Sapient Capital LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Sapient Capital, LLCFeb 2026 to now
- Fi3 Financial AdvisorsJul 2022 to Feb 2026
- Depauw UniversityAug 2018 to May 2022
- UnemployedMar 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8235435
- Firm CRD
- 324899