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SAVANT WEALTH MANAGEMENT
Legal name: SAVANT CAPITAL, LLC
CRD 107271File 801-43144
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$55.61B
Top 10% of cohort (national)
Discretionary AUM
$55.00B
Non-discretionary $607.7M
Clients
24,034
81,840 accounts
Employees
659
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 22, 1993
- Principal office
- 190 BUCKLEY DRIVE, ROCKFORD, IL, 61107
- Phone
- 815-227-0300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $55.61B
- Discretionary AUM
- $55.00B
- Non-discretionary AUM
- $607.7M
- Discretionary accounts
- 81,490
- Non-discretionary accounts
- 350
- Total accounts
- 81,840
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 128 | $599.6M |
| Charitable organizations | 110 | $476.9M |
| Other investment advisers | 34 | $3.26B |
| High net worth individuals | 6,562 | $33.43B |
| Pension and profit sharing plans | 472 | $2.11B |
| State or municipal government entities | 2 | $64.9M |
| Individuals (other than high net worth individuals) | 16,726 | $15.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 23,395 | 24,034 | increased by639 |
| Aug 1, 2026 | AUM | $49,570,825,535 | $55,607,787,559 | increased by$6,036,962,024 |
| Aug 1, 2026 | Accounts | 88,536 | 81,840 | decreased by6,696 |
| May 1, 2026 | Clients | 18,145 | 23,395 | increased by5,250 |
| May 1, 2026 | AUM | $38,128,452,802 | $49,570,825,535 | increased by$11,442,372,733 |
| May 1, 2026 | Accounts | 67,922 | 88,536 | increased by20,614 |
| Apr 1, 2026 | Employees | 565 | 659 | increased by94 |
| Feb 1, 2026 | Clients | 17,571 | 18,145 | increased by574 |
| Feb 1, 2026 | AUM | $37,127,688,152 | $38,128,452,802 | increased by$1,000,764,650 |
| Feb 1, 2026 | Accounts | 65,929 | 67,922 | increased by1,993 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 15,586 | 17,571 | increased by1,985 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $29,064,581,877 | $37,127,688,152 | increased by$8,063,106,275 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 53,414 | 65,929 | increased by12,515 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 250 | 565 | increased by315 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,116 | 15,586 | increased by7,470 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAVANT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAVANT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.