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SAVOIE CAPITAL LLC
CRD 167497File 801-78009
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.32B
Clients
12
20 accounts
Employees
3
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 1, 2013
- Principal office
- 2500 W. BRADLEY PLACE, CHICAGO, IL, 60618
- Phone
- 773-573-9043
- Website
- HTTP://SAVOIECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20
- Non-discretionary accounts
- 0
- Total accounts
- 20
- AUM per client
- $109.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $1.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 2 | 3 | increased by1 |
| May 1, 2026 | Clients | 16 | 12 | decreased by4 |
| May 1, 2026 | AUM | $1,229,682,778 | $1,315,017,624 | increased by$85,334,846 |
| May 1, 2026 | Accounts | 61 | 20 | decreased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 2 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 16 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,464,655,561 | $1,229,682,778 | decreased by$234,972,783 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 61 | increased by37 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | AUM | $1,417,503,217 | $1,464,655,561 | increased by$47,152,344 |
| Apr 1, 2022 | Accounts | 8 | 24 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAVOIE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAVOIE CAPITAL” 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.