SAVANT INVESTMENT GROUP, LLC
CRD #108810 SEC #801-40063 EMERYVILLE, CA 415-926-7200
SEC Registered
Total AUM
$674.9M
Discretionary
$674.9M
Employees
8
Clients
51
Accounts
651
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 29, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKHART, CAROL, ANN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKHART, CAROL, ANN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKHART, CAROL, ANN | I | VICE PRESIDENT | NA | Control |
| BURKHART, CAROL, ANN | I | VICE PRESIDENT | NA | Control |
| BURKHART, CAROL, ANN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKHART, CAROL, ANN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| LAURSEN, ALICIA, SWEET | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LAURSEN, ALICIA, SWEET | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, DEREK, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, DEREK, STEVEN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, DEREK, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| LUMMER, SCOTT, LAURENCE | I | MANAGING MEMBER | NA | Control |
| SCHUBERT, PAMELA, LORI | I | VICE PRESIDENT DIRECTOR OF CLIENT SERVICES | NA | Control |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, LORRAINE, MAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZYWICIEL, BRIAN | I | PRESIDENT | NA | Control |
| ZYWICIEL, BRIAN | I | PRESIDENT | NA | Control |
| BURKHART, THOMAS, HENRY | I | CEO | E | Control |
| BURKHART, THOMAS, HENRY | I | CEO/PRESIDENT | E | Control |
| BURKHART, THOMAS, HENRY | I | CEO | E | Control |
| BURKHART, THOMAS, HENRY | I | CEO | E | Control |
| BURKHART, THOMAS, HENRY | I | CEO | E | Control |
| BURKHART, THOMAS, HENRY | I | CEO | E | Control |
| BURKHART, THOMAS, HENRY | I | MANAGING MEMBER | E | Control |
| BURKHART, THOMAS, HENRY | I | MANAGING MEMBER | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| LUMMER, SCOTT, LAURENCE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | THE SAVANT GROUP, INC. | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| THE SAVANT GROUP, INC. | DE | OWNER | E | Control |
| ZYWICIEL, BRIAN, FRANK | I | PRESIDENT | B | Control |
| ZYWICIEL, BRIAN, FRANK | I | OWNER | B | |
| ZYWICIEL, BRIAN, FRANK | I | PRESIDENT | B | Control |
| ZYWICIEL, BRIAN, FRANK | I | PRESIDENT | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BURKHART, THOMAS, HENRY | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
| LUMMER, SCOTT, LAURENCE | I | THE SAVANT GROUP, INC. | E | Control |
Registrations
Federal
IA
Jun 29, 2021 REGISTERED
Notice Filings (10)
AZ CA CO FL ID IL NV OR TX WA
Address
6425 CHRISTIE AVENUESUITE 290
EMERYVILLE, CA 94608
United States
Phone: 415-926-7200