Savior provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 12 private funds.
Savior reports 218 clients. They include 130 individual clients, 52 insurance companies and 19 pooled investment vehicles. Of its assets, 25.2% ($35.4M across 10 accounts) are managed with discretion; $105M across 293 accounts are not. A wrap fee program the firm both sponsors and manages holds $36.7M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 13% |
| High-net-worth individuals | 8% | 20% |
| Pooled investment vehicles | 9% | 62% |
| Insurance companies | 24% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 130 | $18.3M | 13.0% | $141K |
| High-net-worth individuals | 17 | $28.1M | 20.0% | $1.65M |
| Pooled investment vehicles | 19 | $86.5M | 61.7% | $4.55M |
| Insurance companies | 52 | $7.39M | 5.3% | $142K |
| Total | 218 | $140M | 100% | $643K |
- Clients
- 130
- Regulatory AUM
- $18.3M
- AUM share
- 13.0%
- Avg. per client
- $141K
- Clients
- 17
- Regulatory AUM
- $28.1M
- AUM share
- 20.0%
- Avg. per client
- $1.65M
- Clients
- 19
- Regulatory AUM
- $86.5M
- AUM share
- 61.7%
- Avg. per client
- $4.55M
- Clients
- 52
- Regulatory AUM
- $7.39M
- AUM share
- 5.3%
- Avg. per client
- $142K
Total
- Clients
- 218
- Regulatory AUM
- $140M
- AUM share
- 100%
- Avg. per client
- $643K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 12
- Financial planning clients last fiscal year
- 251–500
Savior is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Todd Ingwersen owns 75% or more of Savior. The leadership team of Savior includes Chief Compliance Officer Sandy Capobianco. It has 3 employees, 2 of them in advisory roles.
Leadership
- Sandy CapobiancoChief Compliance Officer
- Todd IngwersenManaging Director
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Rhonda Bernier
- Sandy M Capobianco
- Todd Michael Ingwersen
- Jude J Kostas
- Matthew John McLaughlin
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Savior LLC
Todd Ingwersen
Control person · since October 2018
Savior’s regulatory assets fell from $258M (June 2021) to $140M (March 2026); clients fell from 1,010 to 218 and employees from 15 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $140M | 218 | 3 | 2 |
| March 2025 | $112M | 248 | 3 | 2 |
| March 2024 | $102M | 321 | 5 | 2 |
| June 2023 | $149M | 386 | 12 | 2 |
| June 2022 | $195M | 319 | 13 | 3 |
| June 2021 | $258M | 1,010 | 15 | 3 |
Besides its headquarters, Savior has 1 office (1 private residence, listed without an address), with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 40 Washington Street, Suite 210, WellesleyHQ
Other business names
Savior has reported 1 other business name to the SEC.
- McLaughlin Financial Consulting
Contact and registration details
- Legal name
- Savior LLC
- Headquarters
- 40 Washington Street, Suite 210, Wellesley, MA 02481
- Website
- saviorwealth.com
- Phone
- 888-972-8467
- @savior-wealth
- SEC file
- 801-114564
- Structure
- Delaware LLC
- Fiscal year end
- December
Savior uses Charles Schwab ($38.9M) as custodian for its separately managed accounts. Savior has custody of $12.2M in client assets for 50 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $38.9M100%
At year end, Savior’s separately managed accounts were mostly in funds (59%) and stocks (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $34.9M across 18 positions; the largest are SPDR Series Trust (38.6%), Select Sector SPDR TR (6.2%) and iShares TR (6.1%).
What the accounts hold
- Stocks26%
- Funds59%
- Cash9%
- Other6%
- Sub-accounts variable annuities6%
Reported 13F holdings
- $34.9M
- Reported 13F value
- 18
- Positions
- 83.3%
- In the 10 largest
- +24.4%
- Value vs. prior quarter
- SPDR Series Trust · ST Str Blo 1 ETF38.6%
- Select Sector SPDR TR · ST Str Util ETF6.2%
- iShares TR · 7-10 YR Trsy BD6.1%
- Invesco DB Multi-sector Comm · Agriculture FD6.0%
- Schwab Strategic TR · US Mid-cap ETF5.1%
- iShares TR · MSCI Eafe ETF5.1%
- iShares TR · Russell 2000 ETF4.7%
- First TR Exchange Traded FD · Rba Indl ETF4.4%
- Global X Fds · Global X Uranium3.8%
- Proshares TR · Short Finan New3.3%
Together, the ten largest are 83.3% of reported value.
How many clients does Savior have?
Savior has 218 clients and manages $140 million for them, as of March 2026. They include 130 individual clients, 52 insurance companies and 19 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Savior offer?
Savior provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Savior use?
Savior’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $38.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Savior have?
Savior has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 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 Savior invest in?
At the end of its last fiscal year, Savior’s separately managed accounts held 59% pooled vehicles (private funds and similar), 26% exchange-traded equities, 9% cash and equivalents and 6% other. The 6% other category is described as: Sub-Accounts Variable Annuities. It advises 12 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Savior?
Savior’s direct owner is Todd Ingwersen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Savior get paid?
Savior is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Savior?
Savior’s main office is at 40 Washington Street, Suite 210, Wellesley, MA 02481. Its phone number is 888-972-8467. Its website is saviorwealth.com.