Savant Capital is an investment advisor in Rockford with $11.96 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Savant Capital Management Inc
SEC CIK
IRS number
453812777
SEC advisor number
801-43144
FINRA CRD number
107271
AUM ?
$11.96 bn
(as of 2 Nov 22)
Accounts
9,508
(as of 2 Nov 22)
Employees
250
(100 investment advisory or research)
Address
Savant Capital
190 BUCKLEY DRIVE
ROCKFORD
IL 61107
190 BUCKLEY DRIVE
ROCKFORD
IL 61107
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
815-227-0300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brodeski, Brent, Raymond | Chief Executive Officer, Manager, Member-a Shares | 01/1995 | < 5% |
Scmi, Inc. Fka Savant Capital Management, Inc. | Member - a Shares | 01/2012 | 25-50% |
Brodeski, Brent, Raymond | Shareholder | 01/1995 | > 75% |
Bennett, Richard, Allen | Executive Vice President, Financial Advisor, Member - a Shares | 06/1998 | < 5% |
Cynosure Wealth Partners, LLC | Member - D Shares | 09/2016 | 5-10% |
Brown, Lavonne, Lynn | Chief Communications & Culture Officer, Member - B & C Shares | 10/2016 | < 5% |
George S. and Dolores Dore Eccles Foundation | Member | 09/2016 | 50-75% |
Eccles, Spencer, Fox | Director | 01/1981 | |
Eccles, Lisa, Ellen | Director | 09/2016 | |
Graham, Robert, Maurice | Director | 09/2016 | |
Poppen, Ellen, Kay | Secretary, Member - D Shares | 11/2015 | < 5% |
Taylor, Richard, Keith | Manager | 09/2016 | < 5% |
Beaird, Patrick, C | Manager, Member - D Shares | 09/2016 | < 5% |
Hrdlicka, Kevin, Michael | Chief Operating Officer, Member - B & C Shares | 03/2017 | < 5% |
Meier, Eric, Karl | Chief Financial Officer, Member - B Shares | 06/2019 | < 5% |
Huber, Philip, Robert | Chief Investment Officer, Member - B Shares | 02/2020 | < 5% |
Morrison, Robert, Earl | Chief Strategy & Innovation Officer, Member - B & F Shares | 02/2020 | < 5% |
Huber, David, Joseph | Managing Director & Financial Advisor, Board Observer, Member - F Shares | 02/2020 | < 5% |
Baer, Margaret | Chief Compliance Officer, Member - B Shares | 05/2020 | < 5% |
Walters, Chris, Alan | Chief Growth and Practice Officer, Member - B Shares | 02/2021 | < 5% |
Calagui, Kathryn, Lynn Troutner | Chief People Officer, Member - B Shares | 10/2020 | < 5% |
Kia X (Saffron), L.P. | Member - E Shares | 09/2021 | 10-25% |
Dutton, Stephen, C | Manager | 09/2021 | < 5% |
Brod, Jack, Gary | Manager, Member - D Shares | 08/2017 | < 5% |
Simon, Neal, Jerry | Manager, Member - D Shares | 11/2019 | < 5% |
Johnston, Charles, Dean | Manager, Member - D Shares | 02/2020 | < 5% |
Collins, Christopher, Lawrence | Manager | 09/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
SC 13G/A
AMERICAN CENTURY ETF TRUST
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
SC 13G/A
AMERICAN CENTURY ETF TRUST
6 Feb 23
SC 13G
AMERICAN CENTURY ETF TRUST
9 Dec 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22