Savant Capital, LLC is a large advisory firm based in Rockford. It manages $6.13 billion of regulatory assets for 4,910 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Savant Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for approximately 3,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Savant Capital, LLC is $6.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 199% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Savant Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Daniel Scott Rezin is high net worth individuals with 1,513 clients and $3.97 billion of assets under management. Among the 10 most similar advisory firms, Savant Capital has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $6.13 billion for 4,909 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Savant Capital doesn't advise any private funds.
The company employs 163 people that are either part- or full-time employees. 28 percent of the employees work as investment advisers or researchers. 71 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Daniel Scott Rezin has been acting as President since 1 Aug 2012. Douglas David Moffitt joined the executive team most recently as the Chief Advisory And Development Officer.
The principal office where Savant Capital, LLC performs its advisory services is located at 190 Buckley Drive, Rockford, IL 61107, which is also the mailing address of the firm. An additional office of the firm is in Mclean, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 815-227-0300 or by fax 815-226-2195. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at savantcapital.com.