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William Braden Kopp

Investment Adviser Representative at Sapient Capital LLC

Indianapolis, INCRD #7380556Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Braden Kopp is an investment adviser representative with Sapient Capital LLC in Indianapolis, IN, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Oxbow Advisors, LLC and Freedom DAY Solutions, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.

Office

401 Pennsylvania Pkwy, Suite 100
Indianapolis, IN 46280

Advisors at this office: 24

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/27/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sapient Capital LLCCurrent
9/11/2023 – Indianapolis, IN
Oxbow Advisors, LLC
10/19/2021 – 7/19/2023Houston, TX
Freedom DAY Solutions, LLC
5/18/2021 – 9/16/2021Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Freedom Day Solutions
    Mar 2021 – Sep 2021Houston, TX
  2. Krueger & Catalano Capital Partners LLC
    Aug 2020 – Mar 2021Houston, TX
  3. Newmark Group, Inc.
    Jun 2020 – Aug 2020Houston, TX
  4. Vanderbilt University
    Jun 2016 – Jun 2020Nashville, TN
  5. Oxbow Advisors, LLC
    Oct 2021 – Aug 2023Austin, TX
  6. Sapient Capital LLC
    Aug 2023 – no end date reportedIndianapolis, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sapient Capital LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
36
Offices listed on AdvisorFinder:
1
Main office:
Indianapolis, IN
SEC file number:
801-127298

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

Other advisors at Sapient Capital LLC

Showing 12 of 36 in the directory

View Sapient Capital LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Braden Kopp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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William Braden Kopp (Sapient Capital) - Fees & Credentials