Savant Capital LLC

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Assets, Funds, Holdings

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Savant Capital LLC
CRD #107271
SEC #801-43144
CIK #0001482880
AUM 49.57 B (2026-04-30)
Employees 659 (36% Investors, 0% Brokers)
Fees
Minimum
Phone815-227-0300
Address190 Buckley Drive
Rockford, IL 61107
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
504030201001999200820172027
Sector Form 13F Holdings Value ($B)
Apple Inc 0.2
Microsoft Corp 0.1
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
25201510502011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 16,128 13.8
(b) Individuals (high net worth individuals) 6,555 29.8
(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 432 1.9
(h) Charitable organizations 111 0.4
(i) State or municipal government entities 2 0.1
(j) Other investment advisers 34 2.9
(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 133 0.6
(n) Other 0 0.0
Total 88,536 49.6
By Discretionary
Discretionary 88,376 49.1
Non-Discretionary 160 0.4
Total 88,536 49.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 49.5
Total 88,536 49.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001482880]
SC 13G [0001482880]
Form 13D/13G Filer Form 13D/13G Subject Filed
Savant Capital LLC Aim ETF Products Trust [2026-02-09]
Savant Capital LLC Aim ETF Products Trust [2026-02-09]
Savant Capital LLC WisdomTree Trust [2025-11-05]
Savant Capital LLC Dimensional ETF Trust [2025-08-07]
Savant Capital LLC American Century ETF Trust [2025-08-07]
Savant Capital LLC Aim ETF Products Trust [2025-08-07]
Savant Capital LLC Aim ETF Products Trust [2025-08-07]
Savant Capital LLC Dimensional ETF Trust [2025-08-07]
Savant Capital LLC SPDR Index Shares Funds [2025-08-07]
Savant Capital LLC Dimensional ETF Trust [2024-05-07]
View All
Firm Profile (Form ADV)
Discretionary AUM$4.0B
Clients170
ServesInstitutional, Retail, Research
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