SAVANT INVESTMENT ADVISERS, INC.

Adviser information for SAVANT INVESTMENT ADVISERS, INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 427 $122.5M
Non-Discretionary 15 $8.7M
Total 442 $131.3M

Clients

Type Number RAUM
Individuals 240 $59.2M
HNW Individuals 52 $70.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $1.4M
Charitable organizations <5 $107,396
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $167,501
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 3.0M
Both for Same 0
Portfolio Manager to Program Sponsor
ADVISOR MANAGED PORTFOLIOS OSAIC WEALTH, INC.
THE WEALTH MANAGEMENT PLATFORM - UNIFIED MANAGED ACCOUNT PROGRAM VISION2020 WEALTH MANAGEMENT CORP.

Identifiers

SEC RIA File Number 801-123400
SEC ERA File Number 801-123400
SEC CIK Numbers None
SEC CRD Numbers 121794
Legal Entity Identifier None

Principal Office

18257 MARTIN AVENUE
HOMEWOOD
IL
United States
Monday - Friday, 8:00AM-4:00PM
Tel: 708-799-7477, Fax: 708-799-4976

Chief Compliance Officer

LISA CAMERON
PRESIDENT
18257 MARTIN AVENUE
HOMEWOOD
IL
United States
Tel: 708-799-7477
Fax: 708 799-4976
(Full email address available in API data)

Industry Affiliates

LISA CAMERON, CPA Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CAMERON, LISA, DIANNE Individual PRESIDENT AND CCO 12/2003 > 75%

No. Employees, Historic

105020222023202420254 on 2/5/20224 on 3/28/20224 on 1/23/20234 on 6/5/20234 on 8/14/20236 on 1/22/20246 on 3/20/2024

RAUM, Historic

200M100M02022202320242025137396361 on 2/5/2022137396361 on 3/28/2022116324409 on 1/23/2023116324409 on 6/5/2023116324409 on 8/14/2023131270151 on 1/22/2024131270151 on 3/20/2024

No. Clients, Historic

40020002022202320242025301 on 2/5/2022301 on 3/28/2022304 on 1/23/2023304 on 6/5/2023304 on 8/14/2023298 on 1/22/2024298 on 3/20/2024