← Tributary

SAVANT INVESTMENT ADVISERS, INC.

HOMEWOOD, IL · CRD 121794 · IAPD ↗ · savantadvisers.com · 708-799-7477

$162.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
November 2024 — SAVANT INVESTMENT ADVISERS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — SAVANT INVESTMENT ADVISERS, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.