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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Savant Capital charge?","answer":"Savant Capital charges 0.50% to 1.50% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Savant Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Savant Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Savant Capital invest in?","answer":"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. 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