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Savvy Financial, Inc.

● SEC registered since 2019CRD 304337SEC# 801-116822Franklin, TN
Export (members)
Reg. AUM
$1M
Employees
15
Accounts
319
Location
Franklin, TN

Savvy Financial, Inc. assets under management

Savvy Financial, Inc. is an investment advisory firm registered with the SEC based in Franklin, TN. The firm has been registered since 2019. It reports $1 million in regulatory assets under management and employs 15 people.
www.savvyfi.coView on SEC.gov ↗

Savvy Financial, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Aligned PartnersSilent Partner25-50%2022
Jeffrey Lewis Hull ControlPresident, Chief Executive Officer, Chief Compliance OfficerOver 75%2018
Stephen Louis Cretin ControlDirector25-50%2018

Frequently asked questions

How much does Savvy Financial, Inc. manage?

Savvy Financial, Inc. reports $1 million in regulatory assets under management on its Form ADV.

How many employees does Savvy Financial, Inc. have?

Savvy Financial, Inc. reports 15 employees.

Where is Savvy Financial, Inc. located?

Savvy Financial, Inc. is based in Franklin, TN and has been SEC-registered since 2019.

Does Savvy Financial, Inc. disclose fund performance?

Savvy Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address231 Public Square, Suite 300, Pmb 6, Franklin, TN 37064
Phone615-241-0144
Office hours9:00 a.m. Ct - 4:00 p.m. Ct
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1M
Non-discretionary$0
Total (RAUM)$1M