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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 Aug 17, 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
- Website
- https://x.com/Wife2CFO
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.