This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVANT WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 20, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S66

First exam

Oct 20, 2000

First registration

Feb 3, 2003

Dual registered

no

IAPD individual key

4247888

• Occurred

  Apr 25, 2023
  Advisor changed firm

  John Matthew Mcmillen left Capital Directions Llc for Focus Advisor Solutions, Llc (registered 2011-03-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf2df03a-9082-05ed-880e-2ae6ff445b46

First observed

Feb 3, 2003

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed 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.