{ "crd_number": 107271, "slug": "savant-wealth-management-rockford-il-107271", "primary_business_name": "SAVANT WEALTH MANAGEMENT", "legal_name": "SAVANT CAPITAL, LLC", "dbas": [ "CORRIGAN FINANCIAL", "SAVANT UNIVERSITY WEALTH MANAGEMENT", "SAVANT WEALTH MANAGEMENT" ], "city": "Rockford", "state": "IL", "country": "United States", "cbsa_code": "40420", "metro": { "cbsa_code": "40420", "common_name": "Rockford", "msa_name": "Rockford, IL", "path": "/advisors/il/rockford" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1993-01-22", "years_registered": 33, "period": "2026-10-01", "filing_date": "2026-07-30", "carried_forward": false, "raum_total": 55607787559.0, "raum_discretionary": 55000077686.0, "raum_non_discretionary": 607709873.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 659, "advisory_employees": 238, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 476893847.0, "count": 110 }, "individuals": { "raum": 15667128046.0, "count": 16726 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 64881811.0, "count": 2 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 2112134343.0, "count": 472 }, "other_investment_advisers": { "raum": 3258405801.0, "count": 34 }, "high_net_worth_individuals": { "raum": 33428708057.0, "count": 6562 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 599635654.0, "count": 128 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://facebook.com/Wife2CFO", "https://facebook.com/savantwealthmanagement", "https://instagram.com/savantwealth", "https://instagram.com/wife2cfo", "https://linkedin.com/company/savant-wealth-management", "https://linkedin.com/company/wife2cfo", "https://savantwealth.com", "https://wife2cfo.com", "https://x.com/Wife2CFO", "https://x.com/savantwealth", "https://youtube.com/@SavantWealthManagement" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107271", "city_as_filed": "ROCKFORD", "url": "https://advisorcensus.com/firm/savant-wealth-management-rockford-il-107271", "display_name": "Savant Wealth Management", "summary": "Savant Wealth Management is an SEC-registered investment advisory firm in Rockford, IL, registered since 1993, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.", "citation": "AdvisorCensus. Savant Wealth Management (CRD 107271): 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", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Savant Wealth Management compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Savant Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "How much does Savant Wealth Management charge?", "a": "Its Form ADV Part 2A brochure dated July 30, 2026 states: Flat fee: $250 to $10,000 (stand-alone financial planning services); Hourly rate: $100 to $500 an hour (financial consulting on specific topics); Flat fee: $5,000 to $50,000 (divorce planning services); Hourly rate: $125 to $500 an hour (divorce planning services); Hourly rate: $275 an hour (Estate Planning and Trust Administration: Savant Wealth Transfer Advisor); Hourly rate: $150 an hour (Estate Planning and Trust Administration: Savant Planning Team Member). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Savant Wealth Management located?", "a": "Savant Wealth Management's principal office is in Rockford, IL, according to its Form ADV; the August 2026 filing also lists 64 other offices (Schedule D, Section 1.F)." }, { "q": "Is Savant Wealth Management registered with the SEC or a state?", "a": "Savant Wealth Management is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107271." }, { "q": "How much does Savant Wealth Management manage?", "a": "Savant Wealth Management reports $55,607,787,559 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (99% discretionary)." }, { "q": "How have Savant Wealth Management's assets and staff changed since 2021?", "a": "In the Form ADV data for Savant Wealth Management: Regulatory assets under management: $10,317,730,553 in the October 2021 data and $55,607,787,559 in the October 2026 data, up 439%. Total employees: 216 in October 2021 and 659 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Savant Wealth Management serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16,726); high net worth individuals (6,562); pension and profit sharing plans (but not the plan participants or government pension plans) (472)." }, { "q": "Which custodians does Savant Wealth Management use?", "a": "Savant Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Savant Wealth Management 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/107271" }, { "q": "What changed in Savant Wealth Management's recent Form ADV filings?", "a": "In the August 2026 filing data: Regulatory assets under management went from $49,570,825,535 to $55,607,787,559 (+12%). Changed its office addresses in Santa Fe, NM. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 10317730553.0, "total_employees": 216, "filing_date": "2021-09-17" }, { "period": "2022-10-01", "regulatory_assets_under_management": 11854216611.0, "total_employees": 250, "filing_date": "2022-07-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 18718938702.0, "total_employees": 333, "filing_date": "2023-07-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 26294837852.0, "total_employees": 543, "filing_date": "2024-08-15" }, { "period": "2025-10-01", "regulatory_assets_under_management": 29647673271.0, "total_employees": 565, "filing_date": "2025-06-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 55607787559.0, "total_employees": 659, "filing_date": "2026-07-30" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Regulatory assets under management went from $49,570,825,535 to $55,607,787,559 (+12%).", "Changed its office addresses in Santa Fe, NM.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Regulatory assets under management went from $38,128,452,802 to $49,570,825,535 (+30%).", "Added an office in Austin, TX.", "Added an office in Cincinnatti, OH.", "Added an office in Dallas, TX.", "Added an office in Greenville, SC.", "Added an office in Guilford, CT.", "Added an office in Hilton Head, SC.", "Added an office in Huntersville, NC.", "Added an office in Melville, NY.", "Added an office in Newtown, PA.", "Added an office in Oklahoma City, OK.", "Added an office in Old Lyme, CT.", "Added an office in Plano, TX.", "Added an office in San Antonio, TX.", "Added an office in Stamford, CT.", "Added an office in Tampa, FL.", "Added an office in Westlake Village, CA." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 178 to 238.", "Changed its office addresses in Evanston, IL.", "Changed its office addresses in Louisville, KY.", "Changed its office addresses in Sterling, IL.", "Added an office in Grand Blanc, MI.", "Added an office in Rockland, MA.", "Added an office in Westwood, MA.", "Added an office in Woburn, MA.", "No longer lists an office in Madison, WI.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Added an office in Knoxville, TN." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Regulatory assets under management went from $29,647,673,271 to $37,127,688,152 (+25%)." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Changed its office addresses in Sterling, IL.", "Added an office in Evanston, IL." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 30, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [ "Flat fee: $250 to $10,000 (stand-alone financial planning services)", "Hourly rate: $100 to $500 an hour (financial consulting on specific topics)", "Flat fee: $5,000 to $50,000 (divorce planning services)", "Hourly rate: $125 to $500 an hour (divorce planning services)", "Hourly rate: $275 an hour (Estate Planning and Trust Administration: Savant Wealth Transfer Advisor)", "Hourly rate: $150 an hour (Estate Planning and Trust Administration: Savant Planning Team Member)" ], "figures": [ { "label": "Planning fee", "statements": [ "Flat fee: $250 to $10,000 (stand-alone financial planning services)" ], "quotes": [ "The typical fixed base services range in cost from $250 to $10,000." ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $100 to $500 an hour (financial consulting on specific topics)" ], "quotes": [ "We also provide financial consulting on specific topics with fees that range from $100 to $500 per hour" ] }, { "label": "Planning fee", "statements": [ "Flat fee: $5,000 to $50,000 (divorce planning services)" ], "quotes": [ "Fixed fees typically range from $5,000 to $50,000 and require an initial retainer" ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $125 to $500 an hour (divorce planning services)" ], "quotes": [ "Hourly fees range from $125 to $500 per hour and are payable in arrears." ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $275 an hour (Estate Planning and Trust Administration: Savant Wealth Transfer Advisor)" ], "quotes": [ "Savant Wealth Financial Advisor $275/hour" ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $150 an hour (Estate Planning and Trust Administration: Savant Planning Team Member)" ], "quotes": [ "Savant Planning Team Member $150/hour" ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [ { "kind": "flat", "amount": null, "min": 250.0, "max": 10000.0, "period": "one_time", "service": "stand-alone financial planning services" }, { "kind": "hourly", "amount": null, "min": 100.0, "max": 500.0, "period": "hour", "service": "financial consulting on specific topics" }, { "kind": "flat", "amount": null, "min": 5000.0, "max": 50000.0, "period": "one_time", "service": "divorce planning services" }, { "kind": "hourly", "amount": null, "min": 125.0, "max": 500.0, "period": "hour", "service": "divorce planning services" }, { "kind": "hourly", "amount": 275.0, "min": null, "max": null, "period": "hour", "service": "Estate Planning and Trust Administration: Savant Wealth Transfer Advisor" }, { "kind": "hourly", "amount": 150.0, "min": null, "max": null, "period": "hour", "service": "Estate Planning and Trust Administration: Savant Planning Team Member" } ] }, "quotes": [ "The typical fixed base services range in cost from $250 to $10,000.", "We also provide financial consulting on specific topics with fees that range from $100 to $500 per hour", "Fixed fees typically range from $5,000 to $50,000 and require an initial retainer", "Hourly fees range from $125 to $500 per hour and are payable in arrears.", "Savant Wealth Financial Advisor $275/hour", "Savant Planning Team Member $150/hour" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES 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-wealth-management-rockford-il-107271.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 16726, "fewer_than_5": false, "raum": 15667128046.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 6562, "fewer_than_5": false, "raum": 33428708057.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 472, "fewer_than_5": false, "raum": 2112134343.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 110, "fewer_than_5": false, "raum": 476893847.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 2, "fewer_than_5": false, "raum": 64881811.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 34, "fewer_than_5": false, "raum": 3258405801.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 128, "fewer_than_5": false, "raum": 599635654.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "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/107271", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }