AdvisorCensus / Financial advisors / Maryland / Baltimore / Savano Direct Capital Partners, LLC
Savano Direct Capital Partners, LLC is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Savano Direct Capital Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Savano Direct Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Savano Direct Capital Partners, LLC charge?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 1% to 2.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Savano Direct Capital Partners, LLC located?
Savano Direct Capital Partners, LLC's principal office is in Baltimore, MD, according to its Form ADV.
Is Savano Direct Capital Partners, LLC registered with the SEC or a state?
Savano Direct Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 174066.
How much does Savano Direct Capital Partners, LLC manage?
Savano Direct Capital Partners, LLC reports $519,057,969 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Savano Direct Capital Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Savano Direct Capital Partners, LLC: Regulatory assets under management: $203,157,889 in the October 2021 data and $519,057,969 in the October 2026 data, up 155%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Savano Direct Capital Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).
Does Savano Direct Capital Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174066
What changed in Savano Direct Capital Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $413,994,530 to $519,057,969 (+25%). Registered or notice-filed in DE.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 2.25% a year (a range, as the brochure states it)
The brochure's wording
If a Fund pays Management Fees, the initial fee will typically range from 1.00% to 2.25% (per annum), be paid in accordance with the funds’ governing documents, and may step-down after a certain period of time.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$519,057,969 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Also doing business as
- SAVANO CAPITAL PARTNERS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 10. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $519,057,969 | 10 | March 26, 2026 |
| October 2025 | $413,994,530 | 12 | March 27, 2025 |
| October 2024 | $341,246,852 | 9 | March 28, 2024 |
| October 2023 | $253,527,266 | 9 | April 12, 2023 |
| October 2022 | $274,619,866 | 8 | April 14, 2022 |
| October 2021 | $203,157,889 | 5 | June 29, 2021 |
Regulatory assets under management: $203,157,889 in the October 2021 data and $519,057,969 in the October 2026 data, up 155%.
Total employees: 5 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $413,994,530 to $519,057,969 (+25%).
- Registered or notice-filed in DE.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Savano Direct Capital Partners, LLC (CRD 174066): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/savano-direct-capital-partners-llc-baltimore-md-174066