SAVANT INVESTMENT ADVISERS, INC.

RIASEC RegisteredEst. 2022

Total AUM

$163M

Discretionary

$152M

94% of AUM

Avg account

$370K

Accounts

439

Employees

Advisory reps

Firm details

Headquarters: HOMEWOOD, Illinois
CRD number: 121794
Registered since: March 10, 2022
Website: www.savantig.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.63%
Individuals36.43%
Other5.13%
Pension & Profit Sharing Plans1.6%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Savant Investment Advisers, Inc. operates as an independent registered investment adviser serving individual, family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and charges fees on a percentage-of-AUM basis with options for hourly and fixed-fee arrangements. Savant is not positioned as a capital allocator or pension consultant, and it does not report active ESG investing or multi-state adviser status. Its business model centers on discretionary portfolio management (the bulk of its AUM) delivered through traditional advisory channels rather than through extensive alternative or proprietary-asset programs.