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RIA / WealthAdvisorCertified Financial Planner29 years in industry

TERRENCE PATRICK HARTIGAN

Advisor at SAVANT WEALTH MANAGEMENT

Atlanta, GA | ROCKFORD, IL

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:f36b1fc9-c94b-1b59-c803-b0581d8a6945

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2003 to Sep 15, 2026

Across DFX

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.

Facts

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

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: Sep 2, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 2, 1997
First registration: Mar 21, 2003
Dual registered: no
Other names: TERRY HARTIGAN|BUBBA HARTIGAN
IAPD individual key: 2946017

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Mar 23, 2023	n/a	yes	ROCKFORD, IL\|Atlanta, GA	Current employment
CAPITAL DIRECTIONS LLC	Former SEC adviser	Jan 10, 2013	Apr 25, 2023	no	ATLANTA, GA	Previous registration
HARTIGAN FINANCIAL ADVISORY, INC.	n/a	Mar 21, 2003	Apr 3, 2006	no	ATLANTA, GA	Previous registration
ASHWOOD ADVISORS, LLC	n/a	Mar 21, 2003	Mar 13, 2013	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL DIRECTIONS LLC	SAVANT WEALTH MANAGEMENT	Apr 25, 2023	Mar 23, 2023	-33	Firm change after gap	RIA to RIA
ASHWOOD ADVISORS, LLC	CAPITAL DIRECTIONS LLC	Mar 13, 2013	Jan 10, 2013	-62	Firm change after gap	Other
HARTIGAN FINANCIAL ADVISORY, INC.	ASHWOOD ADVISORS, LLC	Apr 3, 2006	Mar 21, 2003	-1,109	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109762:107271:GA:2023-04-25	Apr 25, 2023	Mar 23, 2023	ATLANTA, GA	Firm change after gap

Relationships

Registered with (4)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 23, 2023 to presentfactForm ADV
→ CAPITAL DIRECTIONS LLCRegistered adviserregistration: previous registration
Jan 10, 2013 to Apr 25, 2023factForm ADV
→ ASHWOOD ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 21, 2003 to Mar 13, 2013factForm ADV
→ HARTIGAN FINANCIAL ADVISORY, INC.Registered adviserregistration: previous registration
Mar 21, 2003 to Apr 3, 2006factForm ADV

Dated events

Occurred
Apr 25, 2023
Advisor changed firm
Terrence Patrick Hartigan left Capital Directions Llc for Savant Wealth Management (registered 2023-03-23)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f36b1fc9-c94b-1b59-c803-b0581d8a6945
First observed: Mar 21, 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.

TERRENCE PATRICK HARTIGAN

Advisor at SAVANT WEALTH MANAGEMENT

Atlanta, GA | ROCKFORD, IL

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:f36b1fc9-c94b-1b59-c803-b0581d8a6945

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SAVANT WEALTH MANAGEMENT

Independent wealth

Mar 23, 2023

n/a

yes

ROCKFORD, IL|Atlanta, GA

Current employment

CAPITAL DIRECTIONS LLC

Former SEC adviser

Jan 10, 2013

Apr 25, 2023

ATLANTA, GA

Previous registration

HARTIGAN FINANCIAL ADVISORY, INC.

n/a

Mar 21, 2003

Apr 3, 2006

ATLANTA, GA

Previous registration

ASHWOOD ADVISORS, LLC

n/a

Mar 21, 2003

Mar 13, 2013

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAPITAL DIRECTIONS LLC

SAVANT WEALTH MANAGEMENT

Apr 25, 2023

Mar 23, 2023

-33

Firm change after gap

RIA to RIA

ASHWOOD ADVISORS, LLC

CAPITAL DIRECTIONS LLC

Mar 13, 2013

Jan 10, 2013

-62

Firm change after gap

Other

HARTIGAN FINANCIAL ADVISORY, INC.

ASHWOOD ADVISORS, LLC

Apr 3, 2006

Mar 21, 2003

-1,109

Firm change after gap

Other

Team

Left

Joined

From

Kind

109762:107271:GA:2023-04-25

Apr 25, 2023

Mar 23, 2023

ATLANTA, GA

Firm change after gap