# SAVANT INVESTMENT GROUP, LLC

SAVANT INVESTMENT GROUP, LLC of EMERYVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108810
- Type: SEC-registered investment adviser
- SEC file number: 801-40063
- Location: 6425 CHRISTIE AVENUE, SUITE 290, EMERYVILLE, CA, 94608
- Phone: 415-926-7200
- Latest filing: 2021-06-29
- Regulatory AUM: $674.9M
- Discretionary AUM: $674.9M
- Clients: 8
- Accounts: 651

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| BURKHART THOMAS HENRY | CEO; CEO/PRESIDENT; MANAGING MEMBER (+1 more) | — |
| BURKHART CAROL ANN | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ZYWICIEL BRIAN FRANK | OWNER; PRESIDENT; VICE PRESIDENT | — |
| ZYWICIEL BRIAN | PRESIDENT | — |
| SCHUBERT PAMELA LORI | VICE PRESIDENT DIRECTOR OF CLIENT SERVICES | — |
| LAURSEN ALICIA SWEET | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| LUMMER SCOTT LAURENCE | CHIEF EXECUTIVE OFFICER AND PRESIDENT; CHIEF EXECUTIVE OFFICER AND PRINCIAPL OWNER; CHIEF EXECUTIVE OFFICER AND PRINCIPAL OWNER (+2 more) | — |
| LEE ZACHARY STEVEN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| SOMMERS LORRAINE MAE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108810/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108810/similar
- Related entities: https://search.stillhousedata.com/firm/108810/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108810

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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.