← Tributary

SAVANO DIRECT CAPITAL PARTNERS, LLC

BALTIMORE, MD · CRD 174066 · IAPD ↗ · savanocapital.com · 443-873-3561

$519.1MRegulatory AUM
8Advisory reps
10Employees
1Clients
n/aPlanning clients
10Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — SAVANO DIRECT CAPITAL PARTNERS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SAVANO DIRECT CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($414.0M -> $519.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — SAVANO DIRECT CAPITAL PARTNERS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — SAVANO DIRECT CAPITAL PARTNERS, LLC reported RAUM up 35% ($253.5M -> $341.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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