← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(12/26/2024)
SAVANT CAPITAL, LLC · 所有者与执行高管(CRD 107271)
机构事实页:SAVANT CAPITAL, LLC 事实页 → | 官方原文:IAPD firm-summary/107271
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BRODESKI, BRENT, RAYMOND | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| BROWN, LAVONNE, LYNN | 个人 | CHIEF MARKETING & COMMUNICATIONS OFFICER | 是 | NA |
| HRDLICKA, KEVIN, MICHAEL | 个人 | HEAD OF WEALTH | 是 | NA |
| MORRISON, ROBERT, EARL | 个人 | CHIEF EXPERIENCE OFFICER | 是 | NA |
| BAER, MARGARET, MARY | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| LAWLOR, PATRICK, EDWARD | 个人 | HEAD OF MERGERS AND ACQUISITIONS | 是 | NA |
| SAVANT CAPITAL HOLDINGS LLC | 境内实体 | MEMBER | 是 | E |
| REZIN, DANIEL, SCOTT | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BRODESKI, BRENT, RAYMOND | SHAREHOLDER | 是 |
| BEAIRD, PATRICK, CLARK | MANAGER | 是 |
| SCMI, INC. FKA SAVANT CAPITAL MANAGEMENT, INC. | MEMBER - A SHARES | 是 |
| BROD, JACK, GARY | MANAGER | 是 |
| COLLINS, CHRISTOPHER, LAWRENCE | MANAGER | 是 |
| TAYLOR, RICHARD, KEITH | MANAGER | 是 |
| DUTTON, STEPHEN, CHARLES | MANAGER | 是 |
| JOHNSTON, CHARLES, DEAN | MANAGER | 是 |
| SEGAL, SPENSER, HAYWARD | MANAGER | 是 |
| Dorsey, Peter, John | MANAGER | 是 |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
