Patrick J. O'marro

SAPIENT CAPITAL LLC

INDIANAPOLIS, IN 46280

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CRD#: 5545920

Professional summary

Patrick J O'marro, CFP®, who also goes by Patrick J Omarro, is a registered financial advisor currently at SAPIENT CAPITAL LLC located in Indianapolis, Indiana.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Patrick has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick J Omarro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J O'marro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 17, 2023 - Present

SAPIENT CAPITAL LLC

Office #1: 401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280

RIA

CRD#: 324899

INDIANAPOLIS, IN

Past

August 17, 2011 - March 17, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

INDIANAPOLIS, IN

Past

August 17, 2011 - March 17, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

INDIANAPOLIS, IN

Past

December 4, 2009 - March 31, 2010

MORGAN STANLEY

RIA

CRD#: 149777

SPRINGFIELD, IL

Past

November 4, 2009 - March 31, 2010

MORGAN STANLEY

CRD#: 149777

SPRINGFIELD, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAPIENT CAPITAL LLC

CRD#: 324899 / SEC#: 801-127298

RIA

Registered Investment Advisory firm - (2/6/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(2/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/15/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/3/2009

General Securities Representative Examination

Current Firm

SAPIENT CAPITAL LLC

CRD#: 324899 / SEC#: 801-127298

RIA

Registered Investment Advisory firm - (2/6/2023 Approved)

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Contact information

Main Address

401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280

Mailing Address

Phone number

(317) 719-0157

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAPIENT CAPITAL DISCLOSURE BROCHURE (2/3/2025)

Regulatory assets under management

Total Number of Accounts	5,947
AUM (Assets Under Management)	$ 11,439,805,300

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick J. O'marro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J O'marro's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

SAPIENT CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2009

SIE

Date: 10/1/2018

Series 31

Date: 12/15/2009

Series 7

Date: 11/3/2009

Current Firm

SAPIENT CAPITAL LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SAPIENT CAPITAL LLC

TRUST BUT VERIFY

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