David Douglas Close

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

• 01/1985 → Present
  Close And Associates, Llc
  Lake Forest, IL
• 08/2006 → 09/2025
  Gryphon Advisors, Llc
  Evanston, IL
• 10/2025 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2006-09-29 → 2025-12-08
  Gryphon Advisors, Llc
  Evanston, IL
• 2004-03-29 → 2006-09-29
  Gryphon Advisors
  Evanston, IL
• 2003-03-28 → 2003-12-31
  Gryphon Advisors
  Evanston, IL

Other Businesses

CLOSE AND ASSOCIATES, LLC. NOT INVESTMENT RELATED. 772 OAK KNOLL, LAKE FOREST, ILLINOIS. TAX PLANNING AND PREPARATION. MEMBER 1985. 15 HOURS PER MONTH. PREPARATION OF STATE AND FEDERAL TAX FORMS.

Designations

• Certified Financial Planner

Other Names

• D Douglas Close