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Patrick Lawlor

Head of Mergers and Acquisitions at Savant Capital

Investment adviser registrationLincolnshire, ILSEC record checked 18 October 2026

11
Years in the industry
3
Years at the firm
4
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Patrick Lawlor is Head of Mergers and Acquisitions of Savant Capital, LLC, a Rockford investment adviser managing $55.6B. Patrick Lawlor has been registered through Savant Capital since 3 February 2023 and has 11 years in the industry across 4 firms.

Role at Savant Capital

Title on Schedule A
Head of Mergers and Acquisitions
Control
Patrick Lawlor is a control person of Savant Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Patrick Lawlor has held the filed role since January 2023.

The firm

Savant Capital, LLC
Rockford, IL

Form ADV filed 30 July 2026

$55.6B AUM24,034 clients238 advisers66 offices

Career on record

Patrick Lawlor has been registered through Savant Capital since February 2023, and before that through The Mather Group, LLC, Alpha Fiduciary and Leavitt Capital Management Inc.

Firms and exams, newest first
  1. Savant Wealth ManagementCurrent
    – present · 4 years
    Lincolnshire, IL · Adviser representative · Firm CRD 107271
  2. The Mather Group, LLC
    – · 5 years
    Chicago, IL · Adviser representative · Firm CRD 156005
  3. Alpha Fiduciary
    – · 3 years
    Deerfield, IL · Adviser representative · Firm CRD 144720
  4. Leavitt Capital Management Inc
    – · 1 year
    Northbrook, IL · Adviser representative · Firm CRD 104987

Registrations and exams

Patrick Lawlor has a current investment-adviser registration in Illinois and has passed 0 qualifying exams.

Illinois3 February 2023
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Patrick Lawlor’s record.

Individual record

Full name
Patrick Edward Lawlor
CRD
6304302
Firm
Savant Capital, LLC
Registration status
Investment adviser registration
Office
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
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

Patrick Lawlor serves as Savant’s head of mergers and acquisitions. Official firm biography

Education

Common questions

Where does Patrick Lawlor work?

Patrick Lawlor has been Head of Mergers and Acquisitions of Savant Capital, LLC since January 2023, and is a control person of the firm.

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

Is Patrick Lawlor a financial advisor?

Yes. Patrick Lawlor has a current investment-adviser registration in Illinois, through Savant Capital since February 2023, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Patrick Lawlor have?

Patrick Lawlor has worked in the financial industry for 11 years as of 18 October 2026, counted from 11 December 2014, across 4 adviser firms.

Source: IAPD individual record, checked 18 October 2026

Where did Patrick Lawlor work before Savant Capital?

Before Savant Capital, Patrick Lawlor was registered through The Mather Group, LLC, December 2017 to July 2022; Alpha Fiduciary, February 2015 to September 2017; Leavitt Capital Management Inc, March 2014 to February 2015.

Source: IAPD individual record, checked 18 October 2026

Where is Patrick Lawlor based?

Patrick Lawlor’s registered office is in Lincolnshire, IL.

Source: IAPD individual record, checked 18 October 2026

Leadership at Savant Capital

Sources

  1. IAPD individual record, CRD 6304302. Registration status, employment history and examinations.
  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 Patrick Lawlor or Savant Capital, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.