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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ALLIANT WEALTH ADVISORS

MILLENNIUM CAPITAL MANAGEMENT CORP., CRD 116360

MANASSAS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53f8d076-2c78-5388-56c9-ce0a3a1befdf

Data as of Mar 7, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 1
Observed: Mar 15, 2012 to Mar 7, 2022
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Alliant Wealth Advisors

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $305MItem 5.F on the latest filing (2022-03-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $287M
Private client RAUM: $223MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 530
Individual clients: 86
High net worth clients: 64
Custody, client assets: $30,000
SEC number: 801-110601
CRD: 116360
Filings on the tape: 17
First filed: Mar 15, 2012
Latest filed: Mar 7, 2022
Organised: Corporation, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRISCH, JOHN, ANDREW	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	E	yes	02/2000	Mar 15, 2012	Mar 7, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Reston	Va	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 7, 2022	$305M	$287M	9	2	1	n/a	n/a
2020	Mar 26, 2021	$236M	$221M	10	2	2	n/a	n/a
2019	Mar 30, 2020	$199M	$189M	8	2	1	n/a	n/a
2018	Mar 29, 2019	$162M	$156M	3	2	1	n/a	n/a
2017	Mar 30, 2018	$138M	$132M	3	2	1	n/a	n/a
2011	Mar 15, 2012	$50.0M	$50.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$305M	$236M	29.6%	$162M	23.4%	9	10	1	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAVANT WEALTH MANAGEMENT	3	Jul 1, 2022	Jul 5, 2022	MANASSAS, VA	Firm absorbed	RIA to RIA	75.0%

Relationships

Controls (1)

← FRISCH, JOHN, ANDREWOwnerPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to presentfactForm ADV

Registered with (7)

← Rosemary C GuilliamsAdvisorregistration: previous registration
Aug 28, 2020 to Dec 31, 2022factForm ADV
← CHERYL S PARRISHAdvisorregistration: previous registration
Mar 31, 2017 to Jul 1, 2022factForm ADV
← JOHN ANDREW FRISCHAdvisorregistration: previous registration
Aug 12, 2016 to Jul 1, 2022factForm ADV
← JEFFREY LEWIS SCHATZAdvisorregistration: previous registration
Feb 6, 2017 to Jul 1, 2022factForm ADV
← TAYLOR HARRISON EMBURYAdvisorregistration: previous registration
Aug 17, 2018 to Oct 1, 2021factForm ADV
← Joseph Patrick WalshAdvisorregistration: previous registration
Jul 21, 2021 to Jul 28, 2021factForm ADV
← Matthew AlbrittonAdvisorregistration: previous registration
Nov 9, 2012 to Mar 8, 2013factForm ADV

Moved with (1)

→ SAVANT WEALTH MANAGEMENTRegistered adviser3 advisors, firm absorbed, same day
Jul 1, 2022 to Jul 5, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Rosemary C Guilliams left Alliant Wealth Advisors for Savant Wealth Management (registered 2023-01-03)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2022
Firm absorbed
Alliant Wealth Advisors's advisors moved to Savant Wealth Management (Manassas, VA): 3 of 4 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jul 1, 2022
Advisor changed firm
Jeffrey Lewis Schatz left Alliant Wealth Advisors for Savant Wealth Management (registered 2022-07-05)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2022
Advisor changed firm
Cheryl S Parrish left Alliant Wealth Advisors for Savant Wealth Management (registered 2022-07-05)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2022
Advisor changed firm
John Andrew Frisch left Alliant Wealth Advisors for Savant Wealth Management (registered 2022-07-05)
Form ADVobserved 6 days ago
Occurred
May 10, 2017
First Form ADV filing
Alliant Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53f8d076-2c78-5388-56c9-ce0a3a1befdf
First observed: Mar 15, 2012
Last observed: Mar 7, 2022 55 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALLIANT WEALTH ADVISORS

MILLENNIUM CAPITAL MANAGEMENT CORP., CRD 116360

MANASSAS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53f8d076-2c78-5388-56c9-ce0a3a1befdf

Data as of Mar 7, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:37 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRISCH, JOHN, ANDREW

PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER

yes

02/2000

Mar 15, 2012

Mar 7, 2022

City

State

Country

Employees

Also broker-dealer

Reston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 7, 2022

$305M

$287M

n/a

2020

Mar 26, 2021

$236M

$221M

n/a

2019

Mar 30, 2020

$199M

$189M

n/a

2018

Mar 29, 2019

$162M

$156M

n/a

2017

Mar 30, 2018

$138M

$132M

n/a

2011

Mar 15, 2012

$50.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$305M

$236M

29.6%

$162M

23.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAVANT WEALTH MANAGEMENT

Jul 1, 2022

Jul 5, 2022

MANASSAS, VA

Firm absorbed

RIA to RIA

75.0%