# Savant Partners, LLC

> Savant Partners, LLC is an SEC-registered investment advisory firm in San Mateo, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 312567
- Filed as: SAVANT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Mateo, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312567
- AdvisorCensus page: https://advisorcensus.com/firm/savant-partners-llc-san-mateo-ca-312567

## Quick answers

**How is Savant Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Savant Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Savant Partners, LLC located?**
Savant Partners, LLC's principal office is in San Mateo, CA, according to its Form ADV.

**Is Savant Partners, LLC registered with the SEC or a state?**
Savant Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312567.

**How much does Savant Partners, LLC manage?**
Savant Partners, LLC reports $309,505,362 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Savant Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Savant Partners, LLC: Regulatory assets under management: $326,154,560 in the October 2021 data and $309,505,362 in the October 2026 data, down 5%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Savant Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Savant 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/312567

**What changed in Savant Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $273,222,232 to $309,505,362 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $309,505,362
- Discretionary: $309,505,362
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $309,505,362 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- savantgrowth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $326,154,560 | 5 | April 23, 2021 |
| October 2022 | $445,540,223 | 4 | April 5, 2022 |
| October 2023 | $280,513,853 | 3 | May 2, 2023 |
| October 2024 | $348,937,473 | 3 | March 20, 2024 |
| October 2025 | $273,222,232 | 4 | March 28, 2025 |
| October 2026 | $309,505,362 | 4 | April 1, 2026 |

Regulatory assets under management: $326,154,560 in the October 2021 data and $309,505,362 in the October 2026 data, down 5%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $273,222,232 to $309,505,362 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savant Partners, LLC (CRD 312567): Form ADV filing data as of October 2026.