← Back to searchVisit website
SAVANT WEALTH MANAGEMENT
SAVANT CAPITAL, LLC
CRD 107271 · SEC 801-43144
190 BUCKLEY DRIVE, ROCKFORD, IL, 61107, United States
Phone
815-227-0300
Fax
815-226-2195
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$49.57B
Discretionary AUM
$49.14B
Team
659 total employees; 238 advisory reps; 170 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16128 | $13.81B |
| High net worth individuals | 6555 | $29.82B |
| Pension/profit sharing plans | 432 | $1.91B |
| Charitable organizations | 111 | $435.2M |
| State/municipal entities | 2 | $60.4M |
| Other investment advisers | 34 | $2.93B |
| Corporations/business entities | 133 | $602.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://x.com/savantwealth
- https://www.youtube.com/@SavantWealthManagement
- https://www.savantwealth.com/
- https://wife2cfo.com/
- https://www.facebook.com/Wife2CFO
- https://www.linkedin.com/company/savant-wealth-management/
- https://www.facebook.com/savantwealthmanagement
- https://www.instagram.com/savantwealth/
- https://www.instagram.com/wife2cfo/
- https://www.linkedin.com/company/wife2cfo/
- https://x.com/Wife2CFO
Official SEC filing: View on IAPD