{
  "crd_number": 121794,
  "slug": "savant-investment-advisers-inc-homewood-il-121794",
  "primary_business_name": "SAVANT INVESTMENT ADVISERS, INC.",
  "legal_name": "SAVANT INVESTMENT ADVISERS, INC.",
  "dbas": [],
  "city": "Homewood",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-10",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 162526073.0,
  "raum_discretionary": 151989874.0,
  "raum_non_discretionary": 10536199.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 8332010.0,
      "count": 8,
      "description": "TRUST AS ENTITY"
    },
    "charitable": {
      "raum": 87055.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 59203460.0,
      "count": 210
    },
    "pension_profit_sharing": {
      "raum": 2596656.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 92046359.0,
      "count": 67
    },
    "corporations_other_businesses": {
      "raum": 260533.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "IN",
    "TX"
  ],
  "websites": [
    "https://savantadvisers.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121794",
  "city_as_filed": "HOMEWOOD",
  "url": "https://advisorcensus.com/firm/savant-investment-advisers-inc-homewood-il-121794",
  "display_name": "Savant Investment Advisers, Inc.",
  "summary": "Savant Investment Advisers, Inc. is an SEC-registered investment advisory firm in Homewood, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Savant Investment Advisers, Inc. (CRD 121794): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Savant Investment Advisers, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Savant Investment Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Savant Investment Advisers, Inc. located?",
      "a": "Savant Investment Advisers, Inc.'s principal office is in Homewood, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Savant Investment Advisers, Inc. registered with the SEC or a state?",
      "a": "Savant Investment Advisers, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 121794."
    },
    {
      "q": "How much does Savant Investment Advisers, Inc. manage?",
      "a": "Savant Investment Advisers, Inc. reports $162,526,073 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (94% discretionary)."
    },
    {
      "q": "How have Savant Investment Advisers, Inc.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Savant Investment Advisers, Inc.: Regulatory assets under management: $137,396,361 in the October 2022 data and $162,526,073 in the October 2026 data, up 18%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Savant Investment Advisers, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (67); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Savant Investment Advisers, Inc. use?",
      "a": "Savant Investment Advisers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Savant Investment Advisers, Inc. report any disciplinary disclosures?",
      "a": "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/121794"
    },
    {
      "q": "What changed in Savant Investment Advisers, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $144,045,402 to $162,526,073 (+13%). Changed its office addresses in Palos Heights, IL."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 137396361.0,
      "total_employees": 4,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 116324409.0,
      "total_employees": 4,
      "filing_date": "2023-08-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 131270151.0,
      "total_employees": 6,
      "filing_date": "2024-05-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 144045402.0,
      "total_employees": 5,
      "filing_date": "2025-01-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 162526073.0,
      "total_employees": 3,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $144,045,402 to $162,526,073 (+13%).",
        "Changed its office addresses in Palos Heights, IL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/savant-investment-advisers-inc-homewood-il-121794.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 210,
      "fewer_than_5": false,
      "raum": 59203460.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 92046359.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2596656.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 87055.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 260533.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8332010.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121794",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}