Savant Capital, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 107271
· SEC file 801-43144
· Rockford, IL
· x.com
☆ Save with Pro
ADV data as of Jul 30, 2026
- Regulatory AUM
- $55.6B
- Discretionary
- $55.0B
- Clients
- 24,034
- Avg AUM / client
- $2.3M
- Accounts
- 81,840
- Employees
- 659
AUM over time
$2.0B
$55.6B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16,726 | $15.7B | 28.2% |
| High net worth individuals | 6,562 | $33.4B | 60.1% |
| Pension and profit sharing plans | 472 | $2.1B | 3.8% |
| Charitable organizations | 110 | $477M | 0.86% |
| State or municipal government entities | 2 | $64.9M | 0.12% |
| Other investment advisers | 34 | $3.3B | 5.86% |
| Corporations and other businesses | 128 | $600M | 1.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (407)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Raymond Brodeski | Chief Executive Officer | CFP CFA | Jan 1995 (32y) | ≈ 42.19% – 100% via Scmi, Inc. Fka Savant Capital Management, Inc. |
| Kevin Michael Hrdlicka | Head Of Wealth | CFP CFA | Feb 2012 (14y) | Less than 5% |
| Brown, Lavonne, Lynn | Chief Marketing & Communications Officer | Oct 2016 (10y) | Less than 5% | |
| Robert Earl Morrison | Chief Experience Officer | CFP | Feb 2020 (6y) | Less than 5% |
| Baer, Margaret, Mary | Chief Compliance Officer | May 2020 (6y) | Less than 5% | |
| Patrick Edward Lawlor | Head Of Mergers And Acquisitions | CFP CFA | Jan 2023 (4y) | Less than 5% |
| Brod, Jack, Gary | Manager | Apr 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Collins, Christopher, Lawrence | Manager | Apr 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Dutton, Stephen, C | Manager | Apr 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Johnston, Charles, Dean | Manager | Apr 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Patrick Clark Beaird | Manager | Personal Financial Specialist | Apr 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) |
| Richard Keith Taylor | Manager | Apr 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Segal, Spenser, Hayward | Manager | Sep 2023 (3y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Dorsey, Peter, John | Manager | Dec 2024 (2y) | GP / trustee / elected manager of Savant Capital Holdings Llc (indirect) | |
| Rezin, Daniel, Scott | Chief Financial Officer | Dec 2024 (2y) | Less than 5% | |
| Tracy Sean Beard | Registered representative | CFP | Oct 2002 (24y) | |
| Tawn Marie Bush | Registered representative | CFP Personal Financial Specialist | Feb 2005 (21y) | |
| Gerard S Korabik | Registered representative | CFP | Mar 2007 (19y) | |
| Jessica Lynne Knudsen | Registered representative | CFP | Mar 2007 (19y) | |
| Thomas J Ptacin | Registered representative | CFP | Mar 2007 (19y) | |
| Theresa Ann Harezlak | Registered representative | CFP | Oct 2007 (19y) | |
| Brent Alan Lindell | Registered representative | CFP | Oct 2007 (19y) | |
| Grant William Moore | Registered representative | CFP | Jan 2008 (19y) | |
| Brian Jay Knabe | Registered representative | CFP | Jan 2008 (19y) | |
| Jakob C Loescher | Registered representative | CFP Chartered Financial Consultant | Oct 2009 (17y) | |
| Elizabeth Naze Muldowney | Registered representative | CFP | Mar 2010 (16y) | |
| Daryl Roy Dagit | Registered representative | CFP | Jun 2010 (16y) | |
| Scott Francis Demler | Registered representative | CFP | Mar 2011 (15y) | |
| Matthew David Armstrong | Registered representative | CFP | Apr 2011 (15y) | |
| Gabriel Gonzalez | Registered representative | CFP | Jul 2011 (15y) | |
| Ryan Gregory Monette | Registered representative | CFP Chartered Financial Consultant | Nov 2011 (15y) | |
| Derek Arthur Carter | Registered representative | CFP | Oct 2012 (14y) | |
| Richard Paul Bender | Registered representative | CFP Chartered Financial Consultant | Nov 2012 (14y) | |
| Stacy Renea Roggensack | Registered representative | Nov 2013 (13y) | ||
| Michael Thomas Cyrs | Registered representative | CFP | Nov 2014 (12y) | |
| Kevin Jeffrey Phillips | Registered representative | CFP | Jan 2015 (12y) | |
| Lorene Kaye Shaw | Registered representative | CFP | Jan 2015 (12y) | |
| Allison Ann Alexander | Registered representative | CFP | Feb 2015 (11y) | |
| Stephen Doty Cummings | Registered representative | Chartered Financial Consultant | May 2015 (11y) | |
| David Hamilton Mccormick Goodhart | Registered representative | CFP Personal Financial Specialist | May 2015 (11y) | |
| Sarah Elizabeth Mcginniss | Registered representative | CFP | May 2015 (11y) | |
| Nicholas Jordan De Jong | Registered representative | CFP | Jul 2015 (11y) | |
| Dominick Joseph Parillo | Registered representative | CFP | Sep 2015 (11y) | |
| Kevin Thomas Mcfadden | Registered representative | CFP | Sep 2015 (11y) | |
| Joel Robert Cundick | Registered representative | CFP | Oct 2015 (11y) | |
| Philip Edmund Corcoran | Registered representative | CFP | Oct 2015 (11y) | |
| Jacob Daniel Vaiden | Registered representative | CFA | Oct 2015 (11y) | |
| Anthony Richard Spangenberg | Registered representative | CFP CFA | Sep 2016 (10y) | |
| Stephen Collin Lorence | Registered representative | CFP | Jan 2017 (10y) | |
| Christopher Ross Plagge | Registered representative | Jul 2017 (9y) | ||
| Bradley Robert Stewart | Registered representative | CFP | Jul 2017 (9y) | |
| Teryn Ann Fitzgerald | Registered representative | CFP | Jan 2018 (9y) | |
| Eamon Michael Verdone | Registered representative | CFA | Feb 2018 (8y) | |
| Drake Robert Grindle | Registered representative | CFP | Feb 2018 (8y) | |
| Jeffrey Ryan Lewis | Registered representative | CFP Chartered Financial Consultant | May 2018 (8y) | |
| Jonathan Jordan Fuller | Registered representative | Aug 2018 (8y) | ||
| Adam Jeffrey Glassberg | Registered representative | CFP | Oct 2018 (8y) | |
| Donald Duane Duncan | Registered representative | CFP Personal Financial Specialist CFA | Oct 2018 (8y) | |
| Martin Francois Perdoux | Registered representative | CFP | Feb 2019 (7y) | |
| Justin David Smith | Registered representative | CFP CFA | May 2019 (7y) | |
| Daniel Brady Crowley | Registered representative | CFP CFA | Aug 2019 (7y) | |
| Casey Alan Christianson | Registered representative | CFP Chartered Financial Consultant | Sep 2019 (7y) | |
| Michael Ryan Homan | Registered representative | Sep 2019 (7y) | ||
| Christopher N Ruedi | Registered representative | CFP | Nov 2019 (7y) | |
| Mary Therese Lynch | Registered representative | CFP | Nov 2019 (7y) | |
| Kevin Carl Kingston | Registered representative | Chartered Financial Consultant | Dec 2019 (7y) | |
| Douglas Ross Morton | Registered representative | CFP | Feb 2020 (6y) | |
| William Vernon Gunlicks | Registered representative | CFP | Feb 2020 (6y) | |
| Robert James Witt | Registered representative | CFP | Feb 2020 (6y) | |
| Edward Hunter Cruickshank | Registered representative | CFP | Mar 2020 (6y) | |
| David Joseph Huber | Registered representative | CFP | Mar 2020 (6y) | |
| Scott Michael Wintersteen | Registered representative | CFA | Oct 2020 (6y) | |
| Paulina M Ksiazek | Registered representative | CFP | Oct 2020 (6y) | |
| Danielle Marie Moore | Registered representative | CFP | Nov 2020 (6y) | |
| Cory Douglas Buehler | Registered representative | CFP | May 2021 (5y) | |
| Cory Robert Barel | Registered representative | CFP | May 2021 (5y) | |
| Christopher M Carlson | Registered representative | CFP | Jul 2021 (5y) | |
| Stephanie Lynn Willison | Registered representative | CFP Personal Financial Specialist | Sep 2021 (5y) | |
| James Matthew Haygood | Registered representative | CFP | Dec 2021 (5y) | |
| John Colburn Clarke | Registered representative | CFP | Dec 2021 (5y) | |
| Keith Gerald Lueck | Registered representative | Dec 2021 (5y) | ||
| Lillie F Perry | Registered representative | CFP | Dec 2021 (5y) | |
| Noah James Tostrud | Registered representative | CFP | Dec 2021 (5y) | |
| Scott Lyle Kornstedt | Registered representative | CFP Chartered Financial Consultant | Dec 2021 (5y) | |
| Shirlene D Chart | Registered representative | Dec 2021 (5y) | ||
| Stephen Francis Fuller | Registered representative | Dec 2021 (5y) | ||
| Travis Richard Cliff | Registered representative | CFP | Dec 2021 (5y) | |
| Zach Donald Meulemans | Registered representative | CFP Chartered Financial Consultant | Dec 2021 (5y) | |
| Robert Oliver Klitzke | Registered representative | Dec 2021 (5y) | ||
| Scott V Williams | Registered representative | CFP | Jan 2022 (5y) | |
| Stephen Henry Ambrose, Iii | Registered representative | CFP | Feb 2022 (4y) | |
| Jonathan A Panzica | Registered representative | CFP | May 2022 (4y) | |
| Haley Anne Hernandez | Registered representative | CFP | May 2022 (4y) | |
| Peter Michael Basile | Registered representative | Jun 2022 (4y) | ||
| Cheryl S Parrish | Registered representative | Jul 2022 (4y) | ||
| Jeffrey Lewis Schatz | Registered representative | CFP | Jul 2022 (4y) | |
| John Andrew Frisch | Registered representative | CFP Personal Financial Specialist | Jul 2022 (4y) | |
| Jason Ryan English | Registered representative | Jul 2022 (4y) | ||
| Jordan Hampton Neuschwander | Registered representative | CFP | Aug 2022 (4y) | |
| Brennan D Blecker | Registered representative | CFP Chartered Financial Consultant | Sep 2022 (4y) | |
| Jacob Danowski | Registered representative | CFP | Sep 2022 (4y) | |
| Bradley Owen Haverback | Registered representative | CFP | Oct 2022 (4y) | |
| Donna Sue Sanders | Registered representative | Oct 2022 (4y) | ||
| David Clare Gruber | Registered representative | Oct 2022 (4y) | ||
| Michael William Russ | Registered representative | Oct 2022 (4y) | ||
| Robert Matthew Myers | Registered representative | CFP | Oct 2022 (4y) | |
| Sarah Anne Nolte | Registered representative | CFP | Oct 2022 (4y) | |
| Sarah Beth Specht | Registered representative | CFP | Oct 2022 (4y) | |
| Tory Andrew Meiborg | Registered representative | Oct 2022 (4y) | ||
| Jarid Frederic Funderburg | Registered representative | Oct 2022 (4y) | ||
| Andrew D Falduto | Registered representative | CFP | Oct 2022 (4y) | |
| Michael Jason Goldstein | Registered representative | CFP Chartered Financial Consultant | Oct 2022 (4y) | |
| Robin E Jackson Miller | Registered representative | Oct 2022 (4y) | ||
| Charles Fox Steege | Registered representative | CFP | Nov 2022 (4y) | |
| John Hendricks | Registered representative | CFP | Nov 2022 (4y) | |
| Matthew Paul Witter | Registered representative | CFP Chartered Financial Consultant | Nov 2022 (4y) | |
| Richard H. Allison | Registered representative | CFP | Nov 2022 (4y) | |
| Aaron Pearson | Registered representative | CFP | Dec 2022 (4y) | |
| Dominic Joseph Anzevino | Registered representative | Dec 2022 (4y) | ||
| Rosemary C Guilliams | Registered representative | CFP | Jan 2023 (4y) | |
| Milo Boyd Olson | Registered representative | Jan 2023 (4y) | ||
| Ashley Rosa Gorman Olivas | Registered representative | CFP | Jan 2023 (4y) | |
| Andrew Michael Woods | Registered representative | Jan 2023 (4y) | ||
| Dallas J Traser | Registered representative | CFP | Jan 2023 (4y) | |
| Barry Jonathan Frantz | Registered representative | Jan 2023 (4y) | ||
| Evan Landon Kuykendall | Registered representative | CFP | Feb 2023 (3y) | |
| Joshua John Podczervinski | Registered representative | CFP | Mar 2023 (3y) | |
| Patrick Joseph Curran | Registered representative | Mar 2023 (3y) | ||
| Adin W Ocasio | Registered representative | CFP | Mar 2023 (3y) | |
| Dennis Wayne Covington | Registered representative | CFP | Mar 2023 (3y) | |
| Evan Goldfuss | Registered representative | CFP | Mar 2023 (3y) | |
| Miriam C Falaki | Registered representative | CFP | Mar 2023 (3y) | |
| Michael Wellington Bork | Registered representative | CFP | Mar 2023 (3y) | |
| Richard C. O'donnell | Registered representative | CFP | Mar 2023 (3y) | |
| Terrence Patrick Hartigan | Registered representative | CFP | Mar 2023 (3y) | |
| John Matthew Mcmillen | Registered representative | CFP CFA | Mar 2023 (3y) | |
| Paul Michael Bode | Registered representative | CFP | Apr 2023 (3y) | |
| John Lile Williams | Registered representative | Apr 2023 (3y) | ||
| Lois Kaltenbach Basil | Registered representative | CFP | May 2023 (3y) | |
| Matthew Thomas Zion | Registered representative | CFP | May 2023 (3y) | |
| Angela Michelle Stephenson | Registered representative | CFP | May 2023 (3y) | |
| Christopher Michael Stock | Registered representative | May 2023 (3y) | ||
| Jennifer Lynn Hill | Registered representative | CFP Personal Financial Specialist | May 2023 (3y) | |
| Jacqueline Elizabeth Keener | Registered representative | May 2023 (3y) | ||
| Joseph Peter Marmorato | Registered representative | CFP | May 2023 (3y) | |
| Kenneth Lee Eshleman | Registered representative | CFP | May 2023 (3y) | |
| Matthew Murray Gavel | Registered representative | CFA | May 2023 (3y) | |
| Michael Joseph Dinan | Registered representative | CFP | May 2023 (3y) | |
| Michael Joseph Spangler | Registered representative | May 2023 (3y) | ||
| Paul Bryant Elfner | Registered representative | CFP | May 2023 (3y) | |
| Richard Patrick Ellenberger | Registered representative | CFP | May 2023 (3y) | |
| Scott Douglas Michael | Registered representative | CFP | May 2023 (3y) | |
| Thomas Keith Williams | Registered representative | CFP | May 2023 (3y) | |
| Timothy Michael Sokoloski | Registered representative | May 2023 (3y) | ||
| Amanda Leigh Faith | Registered representative | May 2023 (3y) | ||
| Angela Renee Berkosky | Registered representative | CFA | May 2023 (3y) | |
| Aaron Scott Popyk | Registered representative | CFP | May 2023 (3y) | |
| Aaron Yo Han Dykxhoorn | Registered representative | CFP | May 2023 (3y) | |
| Kyra Faith Adrian | Registered representative | CFP | May 2023 (3y) | |
| Michael Briscoe | Registered representative | CFP | Jul 2023 (3y) | |
| Scott Richard Brown | Registered representative | Personal Financial Specialist | Jul 2023 (3y) | |
| Nataliya V Zook | Registered representative | CFP | Jul 2023 (3y) | |
| Raymond Frank Book | Registered representative | Personal Financial Specialist | Jul 2023 (3y) | |
| Ronald Paul Vascik | Registered representative | Jul 2023 (3y) | ||
| Chase Andrew Hutter | Registered representative | CFP | Jul 2023 (3y) | |
| John Michael Phelps | Registered representative | Jul 2023 (3y) | ||
| Christine Lawrence | Registered representative | Jul 2023 (3y) | ||
| Kimberly Richey | Registered representative | Aug 2023 (3y) | ||
| Madison Dee Merdian | Registered representative | CFP | Aug 2023 (3y) | |
| Edward K Mc Dougal | Registered representative | CFP | Sep 2023 (3y) | |
| Kilie Fae Smith | Registered representative | Oct 2023 (3y) | ||
| Bennett Joseph Wessley | Registered representative | CFP | Oct 2023 (3y) | |
| Steven Nicholas Graziano | Registered representative | Oct 2023 (3y) | ||
| Isabelle Mae Lance | Registered representative | CFP | Oct 2023 (3y) | |
| Jared Robert Oates | Registered representative | CFP | Nov 2023 (3y) | |
| Austin Flower | Registered representative | Nov 2023 (3y) | ||
| Tyler V Pass | Registered representative | Dec 2023 (3y) | ||
| Adam Munger | Registered representative | CFP | Dec 2023 (3y) | |
| Brian Troy Hinson | Registered representative | CFP Chartered Financial Consultant Personal Financial Specialist | Dec 2023 (3y) | |
| Charles Zachary Ivey | Registered representative | CFP CFA | Dec 2023 (3y) | |
| David Kent Ward | Registered representative | CFP | Dec 2023 (3y) | |
| David Marcus Curles | Registered representative | CFP | Dec 2023 (3y) | |
| David Wayne Harris | Registered representative | CFP | Dec 2023 (3y) | |
| Edward Franklin Thomas | Registered representative | CFP Chartered Financial Consultant | Dec 2023 (3y) | |
| James Samuel Fitch | Registered representative | CFP | Dec 2023 (3y) | |
| James Stephen Gunter | Registered representative | CFP | Dec 2023 (3y) | |
| Jeffrey Todd Mccormack | Registered representative | CFP | Dec 2023 (3y) | |
| Jennifer Wagner Sneed | Registered representative | CFP Chartered Financial Consultant | Dec 2023 (3y) | |
| Jeris Burns Gaston | Registered representative | CFP | Dec 2023 (3y) | |
| Jonathan Eric Millican | Registered representative | CFP | Dec 2023 (3y) | |
| John Lawrence Kalousek | Registered representative | CFA | Dec 2023 (3y) | |
| Patti Boatwright Black | Registered representative | CFP | Dec 2023 (3y) | |
| Stewart Daniel Whitt | Registered representative | CFP | Dec 2023 (3y) | |
| Taylor Hayes Brown | Registered representative | CFP | Dec 2023 (3y) | |
| Wade Alan Warren | Registered representative | CFP | Dec 2023 (3y) | |
| William O'neal Hocutt | Registered representative | CFP | Dec 2023 (3y) | |
| David Franklin Ramage | Registered representative | Dec 2023 (3y) | ||
| John Jay Peay | Registered representative | Personal Financial Specialist | Dec 2023 (3y) | |
| Andrew David D'amico | Registered representative | CFP | Dec 2023 (3y) | |
| Arthur Parker Henley | Registered representative | CFP | Dec 2023 (3y) | |
| David Shelley Lecompte | Registered representative | CFP | Dec 2023 (3y) | |
| Delynn Moring Zell | Registered representative | CFP | Dec 2023 (3y) | |
| Laura Kitchens Rhoades | Registered representative | CFP | Dec 2023 (3y) | |
| Tara Henderson Ingram | Registered representative | CFP | Dec 2023 (3y) | |
| Cooper T Swearingen | Registered representative | Dec 2023 (3y) | ||
| William Jay Wetzler | Registered representative | CFP | Jan 2024 (3y) | |
| Marly King Green | Registered representative | CFP | Jan 2024 (3y) | |
| Emily Katherine Burke | Registered representative | Jan 2024 (3y) | ||
| Jennifer Elizabeth Jesup | Registered representative | CFP | Feb 2024 (2y) | |
| Patrick Thomas O Sullivan | Registered representative | Feb 2024 (2y) | ||
| James Brent Ostrander | Registered representative | Mar 2024 (2y) | ||
| Robert Michael Devries | Registered representative | Mar 2024 (2y) | ||
| Blake Joseph Dicken | Registered representative | CFP | Mar 2024 (2y) | |
| Megan Michelle Harris | Registered representative | CFP | Apr 2024 (2y) | |
| Maria Sulick | Registered representative | CFP | Apr 2024 (2y) | |
| Joel Thomas Sauer | Registered representative | CFP Chartered Financial Consultant | Apr 2024 (2y) | |
| William Joseph Gauger | Registered representative | Apr 2024 (2y) | ||
| Guy Christian Randazzo | Registered representative | May 2024 (2y) | ||
| Deann Alina Stevens | Registered representative | CFP | May 2024 (2y) | |
| Laura Kathleen Chiesman | Registered representative | CFP | May 2024 (2y) | |
| Tha Trinh | Registered representative | Jun 2024 (2y) | ||
| Paul Andrew Burian | Registered representative | CFP | Jun 2024 (2y) | |
| Noah James Gay | Registered representative | Jul 2024 (2y) | ||
| Carson Joseph Goff | Registered representative | Jul 2024 (2y) | ||
| Shaun Germain | Registered representative | Aug 2024 (2y) | ||
| Jonathan Max Lipshutz | Registered representative | CFP | Aug 2024 (2y) | |
| Thomas Dicristofaro | Registered representative | Aug 2024 (2y) | ||
| Stephanie Jo Faught | Registered representative | CFP | Sep 2024 (2y) | |
| David Sullivan Hart | Registered representative | Sep 2024 (2y) | ||
| Lucy Thompson | Registered representative | Sep 2024 (2y) | ||
| Donald Gregory Wylin | Registered representative | CFP | Oct 2024 (2y) | |
| Melissa Lynn Clarke | Registered representative | Oct 2024 (2y) | ||
| Robert James Kemp | Registered representative | Oct 2024 (2y) | ||
| Stephen Andrew Heitz | Registered representative | Oct 2024 (2y) | ||
| Wyatt Alexander Kiedrowski | Registered representative | Oct 2024 (2y) | ||
| Lauren Leigh Zuniga | Registered representative | CFP | Oct 2024 (2y) | |
| Michael Timothy Mallon | Registered representative | Oct 2024 (2y) | ||
| Brian Herrera | Registered representative | Oct 2024 (2y) | ||
| Marcello Romeo Desjardins | Registered representative | Oct 2024 (2y) | ||
| Grant Edward Voller | Registered representative | CFP | Dec 2024 (2y) | |
| Michelle Marie Smith | Registered representative | Dec 2024 (2y) | ||
| Daniel Joseph Hutcherson | Registered representative | Jan 2025 (2y) | ||
| Lerroy Omondi Ongadi | Registered representative | Jan 2025 (2y) | ||
| Colin Thomas Malec | Registered representative | Jan 2025 (2y) | ||
| Shaun Patrick Luce | Registered representative | CFP | Jan 2025 (2y) | |
| John Joseph Viola | Registered representative | Jan 2025 (2y) | ||
| Zach Raymond Barden | Registered representative | Jan 2025 (2y) | ||
| Dennis John Reilly | Registered representative | Feb 2025 (1y) | ||
| Elizabeth Joy Blackford | Registered representative | Mar 2025 (1y) | ||
| Mimi Camille Small | Registered representative | Mar 2025 (1y) | ||
| Brooke Morgan Jones | Registered representative | Mar 2025 (1y) | ||
| Jeffrey Paul Neavor | Registered representative | CFP Chartered Financial Consultant | Apr 2025 (1y) | |
| Arik Paul Schechet | Registered representative | CFP | Apr 2025 (1y) | |
| Andrew John Parsons | Registered representative | CFP | May 2025 (1y) | |
| Brent Anthony Kalka | Registered representative | CFP | May 2025 (1y) | |
| Brendan James Solecki | Registered representative | CFP | May 2025 (1y) | |
| Christine M Winslow | Registered representative | May 2025 (1y) | ||
| Daniel Gerard Corrigan | Registered representative | CFP Personal Financial Specialist | May 2025 (1y) | |
| Daniel Thomas Corrigan | Registered representative | CFP | May 2025 (1y) | |
| Giovanna Izzo | Registered representative | May 2025 (1y) | ||
| Jeffrey Thomas Grimes | Registered representative | CFP | May 2025 (1y) | |
| Maxwell A Khalfayan | Registered representative | CFP | May 2025 (1y) | |
| Ralph T Salvatore | Registered representative | CFP | May 2025 (1y) | |
| Sarah Altemus Vanderveer Lui | Registered representative | May 2025 (1y) | ||
| Sean Patrick Maloney | Registered representative | CFP | May 2025 (1y) | |
| Carrie Larson Teardo | Registered representative | Jun 2025 (1y) | ||
| Andre Khalfayan | Registered representative | Personal Financial Specialist | Jun 2025 (1y) | |
| Timothy James Mayer | Registered representative | CFP | Jun 2025 (1y) | |
| Matthew Dickson | Registered representative | Jun 2025 (1y) | ||
| Austin Neil Webb | Registered representative | Jul 2025 (1y) | ||
| Alison Nicole White | Registered representative | Jul 2025 (1y) | ||
| Bruce Richard Barton | Registered representative | CFP CFA | Aug 2025 (1y) | |
| Ian Maximilian Gonda | Registered representative | CFP | Aug 2025 (1y) | |
| Michal Adam Zyla | Registered representative | CFP | Aug 2025 (1y) | |
| Orlando Jose Ferrer | Registered representative | CFP | Aug 2025 (1y) | |
| Sheac Yee Lim Hamilton | Registered representative | Aug 2025 (1y) | ||
| Collin Swantz | Registered representative | Aug 2025 (1y) | ||
| Ethan Allen Watts | Registered representative | Aug 2025 (1y) | ||
| Amanda Lynne Parsons | Registered representative | CFP | Sep 2025 (1y) | |
| Dillon Joseph Essma | Registered representative | Sep 2025 (1y) | ||
| Ellan Krubsack Howley | Registered representative | CFP | Sep 2025 (1y) | |
| Jacob William Strucel | Registered representative | Sep 2025 (1y) | ||
| Jonathan Mark Jaranson | Registered representative | CFP | Sep 2025 (1y) | |
| Jaret Wayne Smith Hartley | Registered representative | Sep 2025 (1y) | ||
| Joseph Daniel Young | Registered representative | CFP | Sep 2025 (1y) | |
| Kristy Michelle Schaffer | Registered representative | CFP Personal Financial Specialist | Sep 2025 (1y) | |
| Matthew John Weier | Registered representative | CFP CFA | Sep 2025 (1y) | |
| Paula Ann Price | Registered representative | CFP | Sep 2025 (1y) | |
| Robert Norman Aylin Iii | Registered representative | Sep 2025 (1y) | ||
| Luke Judson Murray | Registered representative | CFP | Sep 2025 (1y) | |
| Michael Joseph Washburne | Registered representative | Sep 2025 (1y) | ||
| Robert Carl Stranges | Registered representative | CFP | Sep 2025 (1y) | |
| Jacob Daniel Hauenstein | Registered representative | Sep 2025 (1y) | ||
| Kimberley Chanthal Rodriguez | Registered representative | Sep 2025 (1y) | ||
| Anthony John Sapienza | Registered representative | CFP | Oct 2025 (1y) | |
| Trevor Davis Fleck | Registered representative | Oct 2025 (1y) | ||
| John Patrick Swee | Registered representative | CFP | Oct 2025 (1y) | |
| David Douglas Close | Registered representative | CFP | Oct 2025 (1y) | |
| Kevin John Mitchell | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Alec Andy Montoya | Registered representative | CFP | Nov 2025 (1y) | |
| Randy Lee Watts | Registered representative | Nov 2025 (1y) | ||
| Joseph William Clemens | Registered representative | Jan 2026 (1y) | ||
| Tanner Allen Scherer | Registered representative | Jan 2026 (1y) | ||
| Adam Thomas Kornegay | Registered representative | CFP | Jan 2026 (1y) | |
| Daniel Benton Myers | Registered representative | Jan 2026 (1y) | ||
| Stephen Manning Carlson | Registered representative | Jan 2026 (1y) | ||
| Suzanne Waddell Hornick | Registered representative | CFP | Jan 2026 (1y) | |
| Joseph N. Ottaviano | Registered representative | CFP | Jan 2026 (1y) | |
| Andrew Patrick Donahue | Registered representative | Jan 2026 (1y) | ||
| Jack Robert Wilharm | Registered representative | Jan 2026 (1y) | ||
| J Todd Hunter Keith | Registered representative | Feb 2026 (0y) | ||
| Elizabeth Coretta Thompson | Registered representative | Feb 2026 (0y) | ||
| Lauren Ashley Lisbon | Registered representative | Feb 2026 (0y) | ||
| Andreas Frank Shick | Registered representative | CFP | Mar 2026 (0y) | |
| Kenneth Roy Duetsch | Registered representative | CFP CFA | Mar 2026 (0y) | |
| Stephen Michael Schiestel | Registered representative | CFA | Mar 2026 (0y) | |
| Alexia Souad Yvette Teixeira | Registered representative | CFP | Mar 2026 (0y) | |
| Andreane Martine Bolduc | Registered representative | CFA | Mar 2026 (0y) | |
| Charles Swan Bean | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Christopher Anthony Ruta | Registered representative | CFP | Mar 2026 (0y) | |
| Edward Richard Jastrem | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| James Patrick Scally | Registered representative | CFP | Mar 2026 (0y) | |
| Jennifer Mulvoy Watson | Registered representative | Mar 2026 (0y) | ||
| Joseph Anthony Waters | Registered representative | CFP | Mar 2026 (0y) | |
| Jack Campbell Finch | Registered representative | CFP | Mar 2026 (0y) | |
| Jared Matthew Ravech | Registered representative | CFP | Mar 2026 (0y) | |
| Jonathan Robert Harding | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Kevin Russell Webber | Registered representative | CFP | Mar 2026 (0y) | |
| Kenzie Marie Ferris | Registered representative | CFP | Mar 2026 (0y) | |
| Matthew Alan Carron | Registered representative | CFP | Mar 2026 (0y) | |
| Matthew Theodore Simoni | Registered representative | CFP | Mar 2026 (0y) | |
| Michael Robert Waldron | Registered representative | CFP CFA | Mar 2026 (0y) | |
| Paul Joseph Higgins | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Robert Thomas Weisse | Registered representative | CFP CFA | Mar 2026 (0y) | |
| Sammy Amr Azzouz | Registered representative | CFP | Mar 2026 (0y) | |
| Shane Patrick Brennan | Registered representative | Mar 2026 (0y) | ||
| Timothy David Winn | Registered representative | CFP | Mar 2026 (0y) | |
| Timothy Ryan Driscoll | Registered representative | CFP | Mar 2026 (0y) | |
| William Bushman Bain | Registered representative | CFP | Mar 2026 (0y) | |
| Lauren Christine Cecchini | Registered representative | CFP | Mar 2026 (0y) | |
| Anthony August Saltarski | Registered representative | Apr 2026 (0y) | ||
| Adam James Cajandig | Registered representative | Apr 2026 (0y) | ||
| Austin Howard Winsett | Registered representative | Apr 2026 (0y) | ||
| David Salem Totah | Registered representative | CFP | Apr 2026 (0y) | |
| David William Bregger | Registered representative | CFP | Apr 2026 (0y) | |
| Galen Arthur Rasche | Registered representative | CFP | Apr 2026 (0y) | |
| George Alex Carlson | Registered representative | CFP | Apr 2026 (0y) | |
| Glenn Kyle Hafstad | Registered representative | CFP | Apr 2026 (0y) | |
| Ian Eric Heller | Registered representative | CFP | Apr 2026 (0y) | |
| John Forrest Brown | Registered representative | Apr 2026 (0y) | ||
| Lawrence Eliot Heller | Registered representative | CFP | Apr 2026 (0y) | |
| Lori Christine Stephenson | Registered representative | CFP | Apr 2026 (0y) | |
| Matthew Carl Weinheimer | Registered representative | CFP | Apr 2026 (0y) | |
| Michael David Wayasamin | Registered representative | Apr 2026 (0y) | ||
| Philip Irving Ross | Registered representative | Apr 2026 (0y) | ||
| Randy James Farina | Registered representative | CFA | Apr 2026 (0y) | |
| Timothy Michael Courtney | Registered representative | Apr 2026 (0y) | ||
| Taylor Alexander Gill | Registered representative | Apr 2026 (0y) | ||
| Belinda Tsui | Registered representative | CFP | Apr 2026 (0y) | |
| Karen Lynn Boschert | Registered representative | Apr 2026 (0y) | ||
| Ami Elizabeth Black Mullins | Registered representative | Apr 2026 (0y) | ||
| Bryan Adam Rentschler | Registered representative | Apr 2026 (0y) | ||
| Caleb John Dillard | Registered representative | CFA | Apr 2026 (0y) | |
| James Andrew Bailey | Registered representative | CFP | Apr 2026 (0y) | |
| Jasen Lee Wallace | Registered representative | CFP | Apr 2026 (0y) | |
| Kristin Renee Carlton | Registered representative | CFP | Apr 2026 (0y) | |
| Kayl Joshua Reiter | Registered representative | Apr 2026 (0y) | ||
| Michael Robert Mcglashen | Registered representative | Apr 2026 (0y) | ||
| Gregory Thomas Moss | Registered representative | CFP | Apr 2026 (0y) | |
| John Forrest Burns | Registered representative | CFP | Apr 2026 (0y) | |
| Alexander Chance Berney | Registered representative | Apr 2026 (0y) | ||
| Brendan Thomas Smith | Registered representative | CFP | Apr 2026 (0y) | |
| Craig Matthew Wezenski | Registered representative | Apr 2026 (0y) | ||
| Christine Elizabeth Blumenthal | Registered representative | Apr 2026 (0y) | ||
| Jean Anne Wilczynski | Registered representative | CFP | Apr 2026 (0y) | |
| Kyle Albert Foito | Registered representative | CFP | Apr 2026 (0y) | |
| Patrick Mcleod Smith | Registered representative | CFA | Apr 2026 (0y) | |
| Jared Brandon Snider | Registered representative | Apr 2026 (0y) | ||
| Joseph Edwards Sanders | Registered representative | Apr 2026 (0y) | ||
| David Clayton Poudrier | Registered representative | CFP | Apr 2026 (0y) | |
| Brennon Cole Hawkins | Registered representative | Apr 2026 (0y) | ||
| Christopher Jason Brown | Registered representative | Apr 2026 (0y) | ||
| Derrick Anthony Longo | Registered representative | Apr 2026 (0y) | ||
| Jeffrey Brian Hibbeler | Registered representative | CFA | Apr 2026 (0y) | |
| Kaye Haverstock Tahiliani | Registered representative | Apr 2026 (0y) | ||
| Michael Lee Conerly | Registered representative | CFA | Apr 2026 (0y) | |
| Pete Trontis | Registered representative | CFA | Apr 2026 (0y) | |
| Mitchell Littlejohn Struthers | Registered representative | CFA | May 2026 (0y) | |
| Adam David Cornwell | Registered representative | CFP CFA | May 2026 (0y) | |
| Gregory Mayhew Desmond | Registered representative | CFP | May 2026 (0y) | |
| Cambria Monet Monson | Registered representative | May 2026 (0y) | ||
| Samantha Leigh Blahnik | Registered representative | May 2026 (0y) | ||
| Kelli Nicole Kowalchuk | Registered representative | May 2026 (0y) | ||
| Brent Joseph Martinson | Registered representative | CFP | Jun 2026 (0y) | |
| Scott Douglas Floersheim | Registered representative | CFP Personal Financial Specialist | Jun 2026 (0y) | |
| Michelle Pham Tran | Registered representative | CFA | Jun 2026 (0y) | |
| Brian John Lawrence | Registered representative | CFA | Jun 2026 (0y) | |
| Connor Edwin Becker | Registered representative | CFA | Jun 2026 (0y) | |
| Jack Henry Buchholz | Registered representative | Jun 2026 (0y) | ||
| Stewart Elliott Erickson | Registered representative | Jun 2026 (0y) | ||
| Benjamin Henry Carroll | Registered representative | Jul 2026 (0y) | ||
| Laura Michelle Linscott | Registered representative | CFP | Jul 2026 (0y) | |
| Smit Mayank Desai | Registered representative | Jul 2026 (0y) | ||
| Zachary Tyler Lauzon | Registered representative | CFP | Jul 2026 (0y) | |
| Neal Patrick Richard | Registered representative | Jul 2026 (0y) | ||
| Randall Jon Richard | Registered representative | Jul 2026 (0y) | ||
| Cole George Samson | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savant Capital Holdings Llc | Member | Apr 2023 | A | 75% or more |
| Scmi, Inc. Fka Savant Capital Management, Inc. | Member A Shares | Apr 2023 | B | ≈ 56.25% – 100% via Savant Capital Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brent Raymond Brodeski: 75% – 100% of Scmi, Inc. Fka Savant Capital Management, Inc. × 75% – 100% of Savant Capital Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Scmi, Inc. Fka Savant Capital Management, Inc.: 75% – 100% of Savant Capital Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (24)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Midwest Anesthesia Partners Llc 401(k) P/S Plan | Midwest Anesthesia Partners Llc | 108 | $140M | 01/01/2024 |
| Computer World Services Corp. 401(k) Plan | Computer World Services Corp. | 346 | $22.0M | 01/01/2024 |
| Faegre Drinker Retirement Savings Plan 1 | Faegre Drinker Biddle & Reath Llp | 1,298 | $768M | 01/01/2024 |
| Cgi Technologies And Solutions, Inc. 401(k) Savings Plan | Cgi Technologies And Solutions, Inc. | 13,442 | $2.4B | 01/01/2024 |
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan | Starnes Davis Florie Llp | 114 | $65.1M | 01/01/2024 |
| Meagher & Geer P.L.L.P. Profit Sharing Plan And Trust | Meagher & Geer, P.L.L.P. | 130 | $50.9M | 01/01/2024 |
| Sidley Austin Llp Savings And Investment Plan | Sidley Austin Llp | 3,442 | $1.9B | 01/01/2024 |
| Super T Transport 401(k) Plan | Super T Transport, Inc. | 153 | $2.4M | 01/01/2024 |
| Arnall Golden Gregory Llp Self Employed Persons Retirement Plan | Arnall Golden Gregory Llp | 248 | $173M | 01/01/2024 |
| Neal, Gerber & Eisenberg Profit Sharing/401(k) Plan | Neal, Gerber & Eisenberg Llp | 216 | $183M | 01/01/2024 |
| Berner Food & Beverage, Llc Profit Sharing 401(k) Plan | Berner Food & Beverage, Llc | 681 | $12.3M | 01/01/2024 |
| Post Precision Castings, Inc. Production And Maintenance Employees' Pension Plan | Post Precision Castings, Inc. | 42 | $8.2M | 01/01/2024 |
| Smith, Gambrell & Russell, Llp 401(k) Retirement Plan | Smith, Gambrell & Russell, Llp | 524 | $266M | 01/01/2024 |
| Brt, Inc. 401(k) Plan | Brt, Inc. | 121 | $5.5M | 01/01/2024 |
| Frost Brown Todd Llp Retirement Savings Plan For Associated Lawyers | Frost Brown Todd Llp | 436 | $179M | 01/01/2024 |
| Health First Retirement Savings Plan | Health First Shared Services, Inc. | 9,278 | $903M | 01/01/2024 |
| Mayer Brown Llp Usa Savings Plan | Mayer Brown Llp | 2,078 | $1.2B | 01/01/2024 |
| Up Management, Llc 401(k) Plan | Up Management, Llc | 208 | $3.4M | 01/01/2024 |
| Lancaster Ems 401(k) Retirement Plan | Lancaster Ems | 175 | $7.1M | 01/01/2024 |
| Custom Aluminum Products, Inc. Employees' 401(k) Profit Sharing Plan | Custom Aluminum Products, Inc. | 373 | $14.1M | 01/01/2024 |
| Seyfarth Shaw Llp 401(k) Savings And Retirement Plan | Seyfarth Shaw Llp | 1,762 | $926M | 01/01/2024 |
| Bradley Arant Boult Cummings Llp Retirement Plan | Bradley Arant Boult Cummings Llp | 1,172 | $694M | 01/01/2024 |
| Staff Management, Inc. Pooled Employer Plan | Staff Management, Inc. | 1,257 | $32.8M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $28.6B (58% of AUM) Apr 2026
- National Financial Services (Fidelity) $5.7B (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗