S
$1.3B Total AUM
$1.3B Disc. AUM
10.8% 3Y CAGR
3 Employees
12 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
2500 W. Bradley Place Chicago IL
About Savoie Capital LLC
Savoie Capital LLC is a Chicago-based RIA. The firm has been operating for 13 years. Managing $1.3B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$438.3M AVG AUM / ADVISOR
$109.6M AVG AUM / CLIENT
13.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL TIMOTHY SAVOIE
Chief Investment Officer, Partner
- CRD
- --
- Ownership
- 75% or more
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Available
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R
RICHARD SCOTT DOOLEY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,315,017,624 | $65,750,881 |
| Non-Discretionary | $0 | -- |
| Total | $1,315,017,624 | $65,750,881 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
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Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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