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SAVANT INVESTMENT ADVISERS, INC.

CRD 121794File 801-123400
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$162.5M
Bottom 25% of cohort (national)
Discretionary AUM
$152.0M
Non-discretionary $10.5M
Clients
287
439 accounts
Employees
3
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Mar 10, 2022
Principal office
18257 MARTIN AVENUE, HOMEWOOD, IL, 60430
Phone
708-799-7477

Assets & accounts

ADV Item 5F
Total regulatory AUM
$162.5M
Discretionary AUM
$152.0M
Non-discretionary AUM
$10.5M
Discretionary accounts
424
Non-discretionary accounts
15
Total accounts
439
AUM per client
$566K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$261K
Charitable organizationsFewer than 5$87K
High net worth individuals67$92.0M
Pension and profit sharing plans10$2.6M
Individuals (other than high net worth individuals)210$59.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients295287
Aug 12, 2026RegistrationAPPROVED

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.