CRD: 121794
Savant Investment Advisers, Inc.
$162.5M Total AUM
$152.0M Disc. AUM
-- 3Y CAGR
3 Employees
295 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-1998
- Office Locations
- 1
Office Locations
18257 Martin Avenue Homewood IL
About Savant Investment Advisers, Inc.
Savant Investment Advisers, Inc. is a registered investment adviser providing personalized financial planning and portfolio management for individuals and families, including retirement planning and guidance through life transitions. The firm emphasizes long-term goals, risk management, and asset allocation, implementing portfolios with mutual funds and ETFs, and works with Pershing custody and the Envestnet platform.
Team overview
-- AVG AGE
$54.2M AVG AUM / ADVISOR
$550.9K AVG AUM / CLIENT
8.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
LISA DIANNE CAMERON
Chief Compliance Officer, President
- CRD
- #4845711
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL DEAN CAMERON
--
- CRD
- #6153281
Available
Available
Available
M
MELISSA JEAN DONOSO
--
- CRD
- #7503234
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,989,874 | $358,467 |
| Non-Discretionary | $10,536,199 | $702,413 |
| Total | $162,526,073 | $370,219 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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