Savvy Financial, Inc.
● SEC registered since 2019CRD 304337SEC# 801-116822Franklin, TN
Reg. AUM
$1.9M
Employees
15
Accounts
410
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 $1.9 million in regulatory assets under management and employs 15 people.
Savvy Financial, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aligned Partners | Silent Partner | 25-50% | 2022 |
| Jeffrey Lewis Hull Control | President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2018 |
| Stephen Louis Cretin Control | Director | 25-50% | 2018 |
Frequently asked questions
How much does Savvy Financial, Inc. manage?
Savvy Financial, Inc. reports $1.9 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
| Address | 231 Public Square, Suite 300, Pmb 6, Franklin, TN 37064 |
| Phone | 615-241-0144 |
| Office hours | 9:00 a.m. Ct - 4:00 p.m. Ct |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.9M▲ 88%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.9Mregulatory AUM
Discretionary $1.9M