Savant Investment Advisers provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Savant Investment Advisers reports 295 clients. They include 210 individual clients, 67 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 93.5% ($152M across 424 accounts) are managed with discretion; $10.5M across 15 accounts are not. A wrap fee program the firm both sponsors and manages holds $3.47M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 36% |
| High-net-worth individuals | 23% | 57% |
| Pension and profit-sharing plans | 3% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other client typesOther | 3% | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 210 | $59.2M | 36.4% | $282K |
| High-net-worth individuals | 67 | $92M | 56.6% | $1.37M |
| Pension and profit-sharing plans | 10 | $2.6M | 1.6% | $260K |
| Charitable organizations | Fewer than 5 | $87.1K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $261K | 0.2% | — |
| Other | 8 | $8.33M | 5.1% | $1.04M |
| Total | 295 | $163M | 100% | — |
- Clients
- 210
- Regulatory AUM
- $59.2M
- AUM share
- 36.4%
- Avg. per client
- $282K
- Clients
- 67
- Regulatory AUM
- $92M
- AUM share
- 56.6%
- Avg. per client
- $1.37M
- Clients
- 10
- Regulatory AUM
- $2.6M
- AUM share
- 1.6%
- Avg. per client
- $260K
- Clients
- Fewer than 5
- Regulatory AUM
- $87.1K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $261K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $8.33M
- AUM share
- 5.1%
- Avg. per client
- $1.04M
Total
- Clients
- 295
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Savant Investment Advisers is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed fees typically range from $500 to $4,500, or hourly rates from $75 to $175, depending on complexity.
Lisa Cameron owns 75% or more of Savant Investment Advisers. The leadership team of Savant Investment Advisers includes President Lisa Cameron. It has 3 employees.
Leadership
Lisa CameronPresident and CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 1 state-registered rep
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Savant Investment Advisers, Inc.
Lisa Cameron
Control person · since December 2003
Savant Investment Advisers’ regulatory assets grew from $137M (March 2022) to $163M (February 2026); clients were 295 in both filings and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $163M | 295 | 3 | 2 |
| January 2025 | $144M | 296 | 5 | 2 |
| May 2024 | $131M | 298 | 6 | 2 |
| June 2023 | $116M | 304 | 4 | 2 |
| March 2022 | $137M | 301 | 4 | 2 |
Besides its headquarters, Savant Investment Advisers has 1 office, with 2 listed addresses in Illinois.
Illinois · 2 listed addresses
- 18257 Martin Avenue, HomewoodHQ
- 11759 Southwest Hwy, Palos Heights
Contact and registration details
- Legal name
- Savant Investment Advisers, Inc.
- Headquarters
- 18257 Martin Avenue, Homewood, IL 60430
- Website
- savantadvisers.com
- Phone
- 708-799-7477
- SEC file
- 801-123400
- Structure
- Illinois corporation
- Fiscal year end
- December
Savant Investment Advisers uses Pershing ($163M) as custodian for its separately managed accounts. Savant Investment Advisers does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $163M100%
At year end, Savant Investment Advisers’ separately managed accounts were mostly in funds (87%).
What the accounts hold
- Stocks8%
- Funds87%
- Cash5%
How many clients does Savant Investment Advisers have?
Savant Investment Advisers has 295 clients and manages $163 million for them, as of February 2026. They include 210 individual clients, 67 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026
What services does Savant Investment Advisers offer?
Savant Investment Advisers provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Savant Investment Advisers use?
Savant Investment Advisers’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $163M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 February 2026
How many financial advisors does Savant Investment Advisers have?
Savant Investment Advisers has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are 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 Investment Advisers invest in?
At the end of its last fiscal year, Savant Investment Advisers’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Savant Investment Advisers?
Savant Investment Advisers’ direct owner is Lisa Cameron (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 February 2026
How does Savant Investment Advisers get paid?
Savant Investment Advisers 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
How do I contact Savant Investment Advisers?
Savant Investment Advisers’ main office is at 18257 Martin Avenue, Homewood, IL 60430. Its phone number is 708-799-7477. Its website is savantadvisers.com.