SabriEnt Systems, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
21
Advisors
2
of 7 employees
About
Sabrient serves individual investors and financial advisers through a subscription-based web application and downloadable scorecards, while also working with institutional clients including sponsors of unit investment trusts (UITs), ETF sponsors, hedge funds, and other investment professionals through consultancy and data licensing arrangements. Its services include consulting on UIT model portfolios, licensing its proprietary Earnings Quality Rank and other data to institutional users, offering the SmartLights stock‑screening platform, and publishing periodic market commentary.
The firm’s investment work is driven by fundamentals-based, quantitative multi‑factor models and proprietary rankings (such as an Outlook Rank and the EQR) that emphasize forward-looking metrics and statistical testing; Sabrient combines those model outputs with qualitative review when developing UIT portfolios for its sponsor. Its online tools generate impersonal recommendations from user-supplied inputs rather than providing individualized portfolio management or discretionary account services.
Noteworthy aspects compared with many peers are its provision of securities ratings/pricing data and the licensing of those datasets to ETFs and other advisers, the operation of a paid subscription service for retail users, and the publication of newsletters and commentary for subscribers. The firm does not manage or custody client assets and is compensated mainly through consultancy, data‑licensing and subscription arrangements rather than percentage‑of‑assets or performance-based fees.
Client services
Expertise
Fee options
$20.00 to $30.00 monthly or $200.00 to $300.00 annually, per subscription
Main office
Scottsdale AZ
Advisors at this office
2
Most active in
Arizona
Also doing business as
Gradient Analytics, LLC · Sabrient Systems, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Daniel V
Series 65
Scottsdale, AZ
SabriEnt Systems, LLC
Daniel Vickers is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. He has been with SabriEnt Systems since 2013. SabriEnt Systems provides consultancy and data licensing services based on proprietary quantitative models, serving institutional investors, hedge funds, and individual advisers through subscription platforms and research products. The firm focuses on fundamentals-driven, multi-factor quantitative models combined with qualitative input to develop unit investment trust portfolios and other investment solutions, operating without managing client assets or providing individualized advice.
Scott M
Series 65
Scottsdale, AZ
SabriEnt Systems, LLC
Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt Systems offers subscription-based web applications and scorecards to individual investors and financial advisers, while providing consulting and data licensing services to institutional clients. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to support portfolio development and delivers market commentary and securities data through its platforms.
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