Adam James Cajandig

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 10/2025
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 10/2025 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2022 → 06/2023
  Bank Of America
  Dallas, TX
• 09/2015 → 06/2021
  West Virginia University
  Morgantown, WV
• 08/2017 → 12/2017
  Marquette University
  Milwaukee, WI
• 06/2021 → 04/2022
  7Th Harvest Investments
  Addison, TX
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2025-11-26 → 2026-04-30
  Exencial Wealth Advisors
  Plano, TX
  Oklahoma City, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-14

Other Names

• Adam J Cajandig
• Adam Cajandig