Sapient Advisors, INC.

Sapient Advisors is a registered investment advisor based in Alpharetta, Georgia, owned and operated by Dan Lucas. The firm primarily serves high-net-worth individuals, families, and businesses by referring them to third-party money managers who handle day-to-day portfolio management and trading. Sapient Advisors assists clients in identifying their risk tolerance, recommends suitable third-party managers or model portfolios, and acts as a communication bridge between the client and the manager. Because the firm is compensated through a portion of the fees collected by these third-party managers, Sapient Advisors has a financial incentive to recommend managers who share their fees. In addition to investment services, the principal is affiliated with Credo Financial Services, a tax and accounting firm that offers separate accounting, tax, and business advisory services.