Savvy Financial, Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 304337
· SEC file 801-116822
· Franklin, TN
· www.savvyfi.co
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.9M
- Discretionary
- $1.9M
- Clients
- 307
- Avg AUM / client
- $6.1K
- Accounts
- 410
- Employees
- 15
AUM over time
$8.0K
$1.9M
Apr 1, 2020
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $1.9M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cretin, Stephen, Louis | Director | Aug 2018 (8y) | 25% – 50% | |
| Jeffrey Lewis Hull | President, Chief Executive Officer, Chief Compliance Officer | Aug 2018 (8y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aligned Partners | Silent Partner | Aug 2022 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗