Unclaimed Profile

Richard Allen Bennett

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Clean record27 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 4358740Firm CRD# 107271

Profile Verification

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

Identity

Richard Allen Bennett · ROCKFORD, IL

Registration

CRD #4358740 · SAVANT CAPITAL, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAVANT CAPITAL, LLC

SAVANT WEALTH MANAGEMENT

Dec 1998 – Jul 2023

ROCKFORD, IL

Registrations & Exams

Registration record

First registered · December 10, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Richard Allen Bennett offer?

Richard Allen Bennett specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Allen Bennett's credentials?

Richard Allen Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Allen Bennett located?

Richard Allen Bennett is based in ROCKFORD, Illinois, last registered with SAVANT CAPITAL, LLC.

How does Richard Allen Bennett charge for services?

Richard Allen Bennett'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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