Unclaimed Profile

David Joseph Huber

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Series 6, Series 22, Series 62, Series 63CFP27 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 1051523Firm CRD# 107271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Joseph Huber · ROCKFORD, IL

Registration

CRD #1051523 · SAVANT CAPITAL, LLC · 27 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Mar 2020 – present

HUBER FINANCIAL

Jan 2012 – Aug 2020

LINCOLNSHIRE, IL

HUBER FINANCIAL GROUP, LTD.

Jan 1999 – Sep 2013

LINCOLNSHIRE, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 62

Series 63

Registration record

First registered · January 29, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2001Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SAVANT CAPITAL, LLC

CRD 107271 · SEC 801-43144

AUM

$28.6B

Regulatory assets under management

Employees

543

16,049 client accounts

Services offered by SAVANT CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAVANT CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does David Joseph Huber offer?

David Joseph Huber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are David Joseph Huber's credentials?

David Joseph Huber holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Joseph Huber located?

David Joseph Huber is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does David Joseph Huber charge for services?

David Joseph Huber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAVANT CAPITAL, LLC?

SAVANT CAPITAL, LLC has approximately 543 employees and manages $28.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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