# Savant Investment Advisers, Inc.

> 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.

- CRD: 121794
- Filed as: SAVANT INVESTMENT ADVISERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Homewood, IL
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121794
- AdvisorCensus page: https://advisorcensus.com/firm/savant-investment-advisers-inc-homewood-il-121794

## Quick answers

**How is Savant Investment Advisers, Inc. compensated?**
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.

**Where is Savant Investment Advisers, Inc. located?**
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).

**Is Savant Investment Advisers, Inc. registered with the SEC or a state?**
Savant Investment Advisers, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 121794.

**How much does Savant Investment Advisers, Inc. manage?**
Savant Investment Advisers, Inc. reports $162,526,073 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (94% discretionary).

**How have Savant Investment Advisers, Inc.'s assets and staff changed since 2022?**
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.

**What types of clients does Savant Investment Advisers, Inc. serve?**
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).

**Which custodians does Savant Investment Advisers, Inc. use?**
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.

**Does Savant Investment Advisers, Inc. 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/121794

**What changed in Savant Investment Advisers, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $162,526,073
- Discretionary: $151,989,874
- Non-discretionary: $10,536,199

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $59,203,460 |
| High net worth individuals | 67 | $92,046,359 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $2,596,656 |
| Charitable organizations | Fewer than 5 | $87,055 |
| Corporations or other businesses not listed above | Fewer than 5 | $260,533 |
| Other | 8 | $8,332,010 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Palos Heights, IL

### Websites listed on Form ADV (Item 1.I)
- [savantadvisers.com](https://savantadvisers.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $137,396,361 | 4 | March 28, 2022 |
| October 2023 | $116,324,409 | 4 | August 14, 2023 |
| October 2024 | $131,270,151 | 6 | May 20, 2024 |
| October 2025 | $144,045,402 | 5 | January 25, 2025 |
| October 2026 | $162,526,073 | 3 | February 4, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savant Investment Advisers, Inc. (CRD 121794): Form ADV filing data as of October 2026.