SourcingSourcing

SAVVY FINANCIAL, INC.

C23
CRD 304337·SEC 801-116822·FRANKLIN, TN
AUM
$1.9M
<$25M
Est. Revenue
$19K
@ 1% on AUM
Est. EBITDA
$6K
@ 30% margin
Est. Deal Value
$45K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAVVY FINANCIAL, INC.
CRD
304337
SEC file #
801-116822
EIN
831789798
DBA names
Savvyfi

Economics

AUM
$1.9M
AUM band
<$25M
AUM trajectory
'21'26
$8K → $1.9M▲ +23421%
Client mix
Individuals Other307

Operations

Employees (total)
15
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
Fixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
savvyfi.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hull, Jeffrey, Lewis
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Hull, Jeffrey, Lewis
Cretin, Stephen, Louis
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001759856
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2018-11-23
Edgar Last Filing Date
2024-03-22
Edgar Form D Count
6
Edgar Form D Offerings
2024-03-222024-03-22 · 0001759856-24-000002
2024-02-152024-02-15 · 0001759856-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2020 FIELDSTONE FARMS PKWY STE 900-166FRANKLIN, TN 37069
Business
2020 FIELDSTONE FARMS PKWY STE 900-166FRANKLIN, TN 37069
Edgar EIN
831789798
Edgar Recent Filings
D/A2024-03-22 · 0001759856-24-000002
D2024-02-15 · 0001759856-24-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6900487
Trust Company Affiliate
No

People (3)

3
Hull, Jeffrey, Lewis
IAR · Direct Owner · 87.5%
6900487
Cretin, Stephen, Louis
Direct Owner · 37.5%
7123536
ALIGNED PARTNERS
Direct Owner · 37.5%
165825