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Savant Capital

SEC-registered adviser since 1993Rockford, ILCRD 107271

$55.6B
AUM
24,034
Clients
0.50–1.50%
Fee
238
Advisory staff

From Form ADV filed 30 July 2026 · data retrieved 15 October 2026SEC record

Savant Capital is an investment adviser headquartered in Rockford, Illinois, and registered with the SEC since 1993. Its clients include high-net-worth individuals, other individuals and other investment advisers. High-net-worth individuals account for 60% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Savant Capital Holdings LLC owns 75% or more of Savant Capital, and Brent Brodeski is its CEO.

Clients

Savant Capital serves 24,034 clients, 6,562 of them high-net-worth individuals. The average client has about $2.3 million with the firm, and high-net-worth clients hold 60% of its $55.6 billion in assets.

Regulatory assets by client type
  • Individuals16,726 clients28%
  • High-net-worth individuals6,562 clients60%
  • Pension and profit-sharing plans472 clients4%
  • Other investment advisers34 clients6%
  • OtherCharitable organizations, State or municipal government entities, Corporations and other businesses2%

What it does

Savant Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. It is paid through a percentage of assets, hourly charges and fixed fees.

Savant Capital provided financial planning to 11,000 clients last fiscal year and advises no private funds.

98.9% of assets ($55.00B across 81,490 accounts) are managed with discretion; $607.7M across 350 accounts are not. 0% of clients are outside the U.S., and 170 clients received advice without assets under management last fiscal year.

Show the full table
Individuals (other than HNW)16,726
Regulatory AUM
$15,667,128,046
Share
28.2%
Avg. per client
$937K
High-net-worth individuals6,562
Regulatory AUM
$33,428,708,057
Share
60.1%
Avg. per client
$5.09M
Pension and profit-sharing plans472
Regulatory AUM
$2,112,134,343
Share
3.8%
Avg. per client
$4.47M
Charitable organizations110
Regulatory AUM
$476,893,847
Share
0.9%
Avg. per client
$4.34M
State or municipal government entities2
Regulatory AUM
$64,881,811
Share
0.1%
Avg. per client
$32.4M
Other investment advisers34
Regulatory AUM
$3,258,405,801
Share
5.9%
Avg. per client
$95.8M
Corporations and other businesses128
Regulatory AUM
$599,635,654
Share
1.1%
Avg. per client
$4.68M
Total24,034

What the accounts hold

Separately managed account assets by class, year end
  • Stocks47%
  • Funds49%
  • Bonds2%
  • Cash2%

Custodians

Savant Capital’s client accounts are held mainly at Charles Schwab, with 51% of managed assets, and Fidelity, with 10%. Savant Capital has custody of $13.86B for 9,501 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $28.59B51%
  • FidelityNational Financial Services LLC · Boston, MA · $5.70B10%
  • All other custodians$21.32B38%

Ownership and leadership

Savant Capital Holdings LLC owns 75% or more of Savant Capital, and Brent Brodeski is its CEO.

Who owns the firm
Savant Capital, LLC· the adviser

  • Savant Capital Holdings LLC

    Control person · since April 2023

    Owns 75% or more of Savant Capital, LLC

Leadership

  • Brent Brodeski
    Founder & Chief Executive Officer
  • Ahmed Hassanein
    Chief Financial Officer
  • Padmanabhan Perumal
    Chief Operating Officer
  • Margaret Baer
    Chief Compliance Officer
  • Lavonne Brown
    Chief Marketing & Communications Officer
  • Kevin Hrdlicka
    Head of Wealth
  • Charles Ivey
    Chief Investment Officer
  • Patrick Lawlor
    Head of Mergers and Acquisitions
  • Robert Morrison
    Chief Experience Officer

Staff

  • 659 employees
  • 238 in advisory functions
  • 313 state-registered reps
  • 11 soliciting firms

Reported holdings

Savant Capital’s reported 13F holdings total $34.05B across 1,838 positions, and the ten largest make up 41.8% of it.

$34.05B
Reported 13F value
1,838
Positions
41.8%
In the 10 largest
+64.5%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Vanguard BD Index Fds · Total Bnd Mrkt7.7%
  2. Vanguard Index Fds · Total Stk Mkt5.5%
  3. Vanguard Charlotte Fds · Total Int BD ETF5.5%
  4. American Centy ETF TR · Avantis Emgmkt5.4%
  5. American Centy ETF TR · Intl Smcp Vlu3.5%
  6. Dimensional ETF Trust · Intl High Profit3.2%
  7. Dimensional ETF Trust · US Larg Valu ETF3.0%
  8. Dimensional ETF Trust · US Small Cap ETF2.9%
  9. J P Morgan Exchange Traded F · US Qualty Fctr2.7%
  10. Dimensional ETF Trust · US Mktwide Value2.5%

Together, the ten largest are 41.8% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 10 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $34.05B is not its $55.61B in regulatory assets and does not represent any individual client's portfolio.

Fees

Savant Capital charges 0.50% to 1.50% a year for investment advisory services.

Investment advisory services
Stated range
0.50% to 1.50% a year
How it is charged
Percentage of assets; negotiable, billed in advance.

Offices and registrations

Besides its headquarters, Savant Capital has 65 offices, with 66 listed addresses across 26 states.

Listed office addresses by state

Illinois · 13 listed addresses

  • 190 Buckley Drive, RockfordHQ
  • 2815 Forbs Avenue, Hoffman Estates
  • 4040 N. Lincoln Ave., Chicago
  • 555 S. Randall Road, ST. Charles
  • 1578 Sherman Ave., Evanston
  • 5151 Mochel Drive, Downers Grove
  • 200 W. Madison Street, Chicago
  • 1730 Park Street, Naperville
  • 7308 N Willow Lake CT, Peoria
  • 1011 Loras Drive, Freeport
  • 2315 E Empire ST, Bloomington
  • 475 Half Day Road, Lincolnshire
  • 110 East Lynn Boulevard, Sterling

Other business names

Savant Capital has reported 3 other business names to the SEC.

  • Corrigan Financial
  • Savant University Wealth Management
  • Savant Wealth Management

Registration details

Legal name
Savant Capital, LLC
Headquarters
190 Buckley Drive, Rockford, IL 61107
Phone
815-227-0300
Website
Not reported
SEC file
801-43144
Structure
Delaware LLC
Fiscal year end
December

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. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Savant Capital have?

Savant Capital has 24,034 clients and manages $55.6 billion for them, as of July 2026. They include 16,726 other individuals, 6,562 high-net-worth individuals and 472 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026

What services does Savant Capital offer?

Savant Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. Its services also include business succession planning, divorce planning, education planning, estate planning, family office services, philanthropic planning, tax planning and tax preparation.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4

How much does Savant Capital charge?

Savant Capital charges 0.50% to 1.50% a year for investment advisory services.

Source: Part 2A brochure, Item 5

Which custodians does Savant Capital use?

Savant Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $28,594,828,168 and National Financial Services LLC (Boston, MA), with $5,696,595,298. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026

How many financial advisors does Savant Capital have?

Savant Capital has 313 investment adviser representatives registered with state securities authorities, out of 659 employees, and 238 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Savant Capital invest in?

At the end of its last fiscal year, Savant Capital’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 47% exchange-traded equities, 2% state and local bonds and 2% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Does Savant Capital have a minimum investment?

Yes, Savant Capital’s minimum account size is $300,000.

Source: Part 2A brochure, Items 5 and 7

Who owns Savant Capital?

Savant Capital is owned through a chain of holding companies by Brent Brodeski. Its direct owner is Savant Capital Holdings LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026

How does Savant Capital get paid?

Savant Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. Form ADV Part 2A brochure, dated 30 July 2026. Items 4, 5, 7, 12 and 15.
  3. IAPD firm record, CRD 107271.
  4. Form 13F-HR, filed 10 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Savant Capital, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.