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| Happy Holidays!! thanks for using AUM13F!! |
| Savant Capital LLC
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| CRD # | 107271 |
| SEC # | 801-43144 |
| CIK # | 0001482880 |
| AUM | $29.6 B (2025-06-16) |
| Employees | 565 (32% Investors, 0% Brokers) |
| Phone | 815-227-0300 |
| Address | 190 Buckley Drive Rockford, IL 61107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,599 | 9.4 |
| (b) Individuals (high net worth individuals) | 3,419 | 16.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 344 | 1.4 |
| (h) Charitable organizations | 68 | 0.3 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 33 | 2.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 77 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 57,476 | 29.6 |
| By Discretionary | ||
| Discretionary | 57,411 | 29.6 |
| Non-Discretionary | 65 | 0.1 |
| Total | 57,476 | 29.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.6 | |
| Total | 57,476 | 29.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001482880] | |
| SC 13G | [0001482880] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Voya Investment Management LLC
✚
|
GA | 32.5 |
|
Prime Capital Investment Advisors LLC
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|
KS | 30.1 |
|
Focus Partners Advisor Solutions LLC
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MO | 29.9 |
|
Sanctuary Advisors LLC
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IN | 27.7 |
|
Newedge Advisors LLC
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|
LA | 27.4 |
|
Addenda Capital Inc
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26.2 | |
|
Capital Advisors Group Inc
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|
MA | 26.0 |
|
Goldman Sachs Wealth Services LP
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|
NY | 26.0 |
|
Eagle Strategies LLC
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|
NY | 25.4 |
|
Allworth Financial LP
✚
|
CA | 25.1 |