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SAVOIE CAPITAL LLC

CHICAGO, IL · CRD 167497 · IAPD ↗ · savoiecapital.com · 773-573-9043

$1.32BRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — SAVOIE CAPITAL LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — SAVOIE CAPITAL LLC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — SAVOIE CAPITAL LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — SAVOIE CAPITAL LLC notice-filed in CA, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — SAVOIE CAPITAL LLC crossed $1B in regulatory AUM ($966.9M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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