Savior Llc
- Regulatory AUM
- $140M
- Discretionary
- $35.4M
- Clients
- 218
- Avg AUM / client
- $643K
- Accounts
- 303
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 18 positions, $28,029,359)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $9,384,798 | 102,409 | 33.5% | 6.69% |
| 2 | Select Sector Spdr Tr | STATE STREET UTI | $2,161,287 | 47,097 | 7.71% | 1.54% |
| 3 | Invesco Db Multi Sector Comm | AGRICULTURE FD | $2,121,246 | 77,644 | 7.57% | 1.51% |
| 4 | Ishares Tr | 7-10 YR TRSY BD | $2,078,459 | 21,778 | 7.42% | 1.48% |
| 5 | Proshares Tr | SHORT QQQ | $2,013,839 | 62,561 | 7.18% | 1.44% |
| 6 | Ishares Tr | MSCI EAFE ETF | $1,626,442 | 16,745 | 5.8% | 1.16% |
| 7 | Ishares Tr | RUSSELL 2000 ETF | $1,293,816 | 5,217 | 4.62% | 0.92% |
| 8 | Proshares Tr | SHORT FINANCIALS | $1,243,277 | 36,524 | 4.44% | 0.89% |
| 9 | Global X Fds | GLOBAL X URANIUM | $1,074,855 | 22,194 | 3.83% | 0.77% |
| 10 | Select Sector Spdr Tr | STATE STREET ENE | $1,068,803 | 17,447 | 3.81% | 0.76% |
| 11 | Select Sector Spdr Tr | STATE STREET CON | $946,131 | 11,541 | 3.38% | 0.67% |
| 12 | Ishares Tr | CHINA LG-CAP ETF | $803,622 | 22,385 | 2.87% | 0.57% |
| 13 | Proshares Tr | SHORT S&P 500 NE | $517,176 | 13,635 | 1.85% | 0.37% |
| 14 | Eversource Energy | COM | $426,072 | 6,150 | 1.52% | 0.3% |
| 15 | Procter & Gamble Co | COM | $358,662 | 2,483 | 1.28% | 0.26% |
| 16 | First Tr Exchange Traded Fd | RBA INDL ETF | $355,936 | 3,213 | 1.27% | 0.25% |
| 17 | Hut 8 Corp | COM | $331,888 | 7,075 | 1.18% | 0.24% |
| 18 | Tesla Inc | COM | $223,050 | 600 | 0.8% | 0.16% |
Top 25 of 18 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 130 | $18.3M | 13.0% |
| High net worth individuals | 17 | $28.1M | 20.0% |
| Pooled investment vehicles (non-investment companies) | 19 | $86.5M | 61.7% |
| Insurance companies | 52 | $7.4M | 5.27% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $44.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Savior Btc Spv Lp | Other Private Fund | Delaware | $10.2M | 11 |
| Savior Nfc Spv Lp | Other Private Fund | Delaware | $6.5M | 18 |
| Savior Psc Spv Llc | Other Private Fund | Delaware | $5.0M | 21 |
| Savior Fb Spv Lp | Other Private Fund | Delaware | $4.3M | 38 |
| Savior Acrylic Spv I Lp | Other Private Fund | Delaware | $3.6M | 19 |
| Savior Cspring Spv Llc | Other Private Fund | Delaware | $3.5M | 5 |
| Savior Archetype Fund Ii Spv Lp | Other Private Fund | Delaware | $3.0M | 15 |
| Savior Cl Spv Lp | Other Private Fund | Delaware | $2.6M | 9 |
| Savior Orch Spv Lp | Other Private Fund | Delaware | $2.2M | 31 |
| Savior On Spv Lp | Other Private Fund | Delaware | $1.5M | 18 |
| Savior App Spv Lp | Other Private Fund | Delaware | $1.0M | 7 |
| Savior Orch Ii Spv Lp | Other Private Fund | Delaware | $681K | 9 |
| Savior Job G Spv Llc | Other Private Fund | Delaware | $500K | 2 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Michael Ingwersen | Managing Director | CFP | Oct 2018 (8y) | 75% or more |
| Sandy M Capobianco | Chief Compliance Officer | May 2021 (5y) | Less than 5% | |
| Matthew John Mclaughlin | Registered representative | Oct 2022 (4y) | ||
| Rhonda Bernier | Registered representative | Mar 2024 (2y) | ||
| Jude J Kostas | Registered representative | May 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (13, $44.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Savior Btc Spv Lp | Other Private Fund | $10.2M | $25.0K | 11 |
| Savior Nfc Spv Lp | Other Private Fund | $6.5M | $10.0K | 18 |
| Savior Psc Spv Llc | Other Private Fund | $5.0M | $25.0K | 21 |
| Savior Fb Spv Lp | Other Private Fund | $4.3M | $10.0K | 38 |
| Savior Acrylic Spv I Lp | Other Private Fund | $3.6M | $15.0K | 19 |
| Savior Cspring Spv Llc | Other Private Fund | $3.5M | $25.0K | 5 |
| Savior Archetype Fund Ii Spv Lp | Other Private Fund | $3.0M | $25.0K | 15 |
| Savior Cl Spv Lp | Other Private Fund | $2.6M | $25.0K | 9 |
| Savior Orch Spv Lp | Other Private Fund | $2.2M | $25.0K | 31 |
| Savior On Spv Lp | Other Private Fund | $1.5M | $25.0K | 18 |
| Savior App Spv Lp | Other Private Fund | $1.0M | $25.0K | 7 |
| Savior Orch Ii Spv Lp | Other Private Fund | $681K | $15.0K | 9 |
| Savior Job G Spv Llc | Other Private Fund | $500K | $25.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.14 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $38.9M (28% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗