{"url":"https://nivawealth.com/firms/savant-investment-advisers-121794","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/121794","regulatoryAum":162526073,"crd":"121794","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4845711","suffix":null,"lastName":"CAMERON","firstName":"LISA","middleName":"DIANNE"},{"crd":"6153281","suffix":null,"lastName":"CAMERON","firstName":"MICHAEL","middleName":"DEAN"},{"crd":"7503234","suffix":null,"lastName":"DONOSO","firstName":"MELISSA","middleName":"JEAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-28","regulatoryAum":137396361,"clients":301,"employees":4,"offices":2},{"filedOn":"2023-06-05","regulatoryAum":116324409,"clients":304,"employees":4,"offices":2},{"filedOn":"2024-05-20","regulatoryAum":131270151,"clients":298,"employees":6,"offices":2},{"filedOn":"2025-01-25","regulatoryAum":144045402,"clients":296,"employees":5,"offices":2},{"filedOn":"2026-02-04","regulatoryAum":162526073,"clients":295,"employees":3,"offices":2}],"secFileNumber":"801-123400","legalName":"Savant 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to $4,500, or hourly rates from $75 to $175, depending on complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006417","versionId":1006417,"submittedOn":"2026-02-04","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:36:08.404281+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006417","versionId":1006417,"submittedOn":"2026-02-04"}]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":162526073}],"custodyNote":"Savant Investment Advisers does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Lisa Cameron","title":"President and CCO","crd":"4845711"}],"ownership":[{"label":"Lisa Cameron","detail":"President and cco in the 75% or more ownership band and a control person, since December 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":2,"addresses":[{"street":"18257 Martin Avenue","city":"Homewood","headquarters":true},{"street":"11759 Southwest Hwy","city":"Palos Heights"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"708-799-7477","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":87},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"4 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/121794/PDF/121794.pdf","brochureDate":"4 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006417","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Savant Investment Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Savant Investment Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Savant Investment Advisers use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Savant Investment Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Savant Investment Advisers invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Savant Investment Advisers?","answer":"Savant Investment Advisers’ direct owner is Lisa Cameron (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Savant Investment Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Savant Investment Advisers?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 4 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}