# SAVANT CAPITAL,  LLC

SAVANT CAPITAL,  LLC of ROCKFORD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 107271
- Type: SEC-registered investment adviser
- SEC file number: 801-43144
- Location: 190 BUCKLEY DRIVE, ROCKFORD, IL, 61107
- Phone: 815-227-0300
- Latest filing: 2026-07-30
- Regulatory AUM: $55.6B
- Discretionary AUM: $55.0B
- Non-discretionary AUM: $607.7M
- Clients: 659
- Accounts: 81,840

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (64)

_Showing 25 of 64 people._

| Name | Role | Location |
| --- | --- | --- |
| Richard Keith Taylor | MANAGER | SALT LAKE CITY, UT |
| COLLINS E LAWRENCE | MANAGER | BALTIMORE, MD |
| Brent Raymond Brodeski | CHIEF EXECUTIVE OFFICER; FOUNDER & CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Lavonne Lynn Brown | CHIEF MARKETING & COMMUNICATIONS OFFICER | — |
| Kevin Michael Hrdlicka | HEAD OF WEALTH | — |
| Robert Earl Morrison | CHIEF EXPERIENCE OFFICER | — |
| Margaret Mary Baer | CHIEF COMPLIANCE OFFICER | — |
| Patrick Edward Lawlor | HEAD OF MERGERS AND ACQUISITIONS | — |
| Patrick Clark Beaird | MANAGER | — |
| Jack Gary Brod | MANAGER | — |
| Christopher Lawrence Collins | MANAGER | — |
| Charles Dean Johnston | MANAGER | — |
| Spenser Hayward Segal | MANAGER | — |
| Peter John Dorsey | MANAGER | — |
| Charles Zachary Ivey | CHIEF INVESTMENT OFFICER | — |
| Ahmed Saad Hassanein | CHIEF FINANCIAL OFFICER | — |
| William Charles Frayer | MANAGER | — |
| Stephen Charles Dutton | MANAGER | — |
| Daniel Scott Rezin | CHIEF FINANCIAL OFFICER | — |
| HUBER DAVID JOSEPH | MANAGING DIRECTOR & FINANCIAL ADVISOR, BOARD OBSERVER, MEMBER - F SHARES; MANAGING DIRECTOR & FINANCIAL ADVISOR, BOARD OBSERVER, MEMBER, F SHARES | — |
| MORRISON ROBERT EARL | CHIEF EXPERIENCE OFFICER; CHIEF STRATEGY & INNOVATION OFFICER; CHIEF STRATEGY & INNOVATION OFFICER, MEMBER - B & F SHARES (+1 more) | — |
| DORSEY THOMAS JOHN | MANAGER | — |
| SIMON NEAL JERRY | MANAGER; MANAGER, MEMBER - D SHARES | — |
| KAUTT GLENN GREGORY | MANAGING MEMBER/PRESIDENT; MEMBER; VICE CHAIRMAN OF THE BOARD/CHIEF GOVERNANCE OFFICER/MANAGER (+1 more) | — |
| HUBER JOSEPH ROBERT | CHIEF INVESTMENT OFFICER, MEMBER - B SHARES; CHIEF INVESTMENT OFFICER, MEMBER, B SHARES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107271/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107271/similar
- Related entities: https://search.stillhousedata.com/firm/107271/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107271

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.