Savvyfi
Savvyfi is an SEC-registered mass-market adviser in Franklin, TN with $1.9M assets under management (AUM, regulatory AUM), +88% over one year. See who owns Savvyfi: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304337, SEC 801-116822, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $1.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Franklin, TN
- Employees
- 15
- Clients
- 307
- CRD
- 304337
- Ownership
- Hull, Jeffrey, Lewis; Cretin, Stephen, Louis; ALIGNED PARTNERS
How much AUM does Savvyfi have?
Savvyfi reported $1.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Savvyfi?
Disclosed owners and executives of Savvyfi include Hull, Jeffrey, Lewis, Cretin, Stephen, Louis, ALIGNED PARTNERS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.