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Margaret Baer

Chief Compliance Officer at Savant Capital

Officer record from the firm’s Form ADVForm ADV filed 30 July 2026

Margaret Baer is Chief Compliance Officer of Savant Capital, LLC, a Rockford investment adviser.

Role at Savant Capital

Title on Schedule A
Chief Compliance Officer
Control
Margaret Baer is a control person of Savant Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Margaret Baer has held the filed role since May 2020.

The firm

Savant Capital, LLC
Rockford, IL

Form ADV filed 30 July 2026

$55.6B AUM24,034 clients238 advisers66 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Margaret Baer is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Margaret Baer
CRD
5121824
Firm
Savant Capital, LLC
Record basis
Form ADV officer listing
Firm bio
savantwealth.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Margaret Baer serves as Savant’s chief compliance officer and director of operations. Official firm biography

Education

  • B.S. in finance, Illinois State University; MBA, Loyola University Chicago Quinlan School of Business.Official firm biography

Common questions

Where does Margaret Baer work?

Margaret Baer has been Chief Compliance Officer of Savant Capital, LLC since May 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 July 2026

Leadership at Savant Capital

Sources

  1. IAPD individual lookup, CRD 5121824. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Savant Capital, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. Savant Capital team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Margaret Baer or Savant Capital, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.