# Savvy Labs Inc

> Savvy Labs Inc is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 322453
- Filed as: SAVVY LABS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322453
- AdvisorCensus page: https://advisorcensus.com/firm/savvy-labs-inc-new-york-ny-322453

## Quick answers

**How is Savvy Labs Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Savvy Labs Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Savvy Labs Inc's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.02% to 0.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Savvy Labs Inc located?**
Savvy Labs Inc's principal office is in New York, NY, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Savvy Labs Inc registered with the SEC or a state?**
Savvy Labs Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322453.

**How much does Savvy Labs Inc manage?**
Savvy Labs Inc reports $118,915,060 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Savvy Labs Inc's assets and staff changed since 2024?**
In the Form ADV data for Savvy Labs Inc: Regulatory assets under management: $117,000,000 in the October 2024 data and $118,915,060 in the October 2026 data, up 2%. Total employees: 11 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Savvy Labs Inc serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (4); corporations or other businesses not listed above (4); investment companies (1).

**Does Savvy Labs Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322453

**Does Savvy Labs Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "As a general matter, each User must initially invest a minimum of $50,000 to open an account with Savvy Labs."

**What changed in Savvy Labs Inc's recent Form ADV filings?**
In the January 2026 filing data: Employees performing advisory functions went from 12 to 14. No longer lists an office in San Ramon, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.02% to 0.25% a year (a range, as the brochure states it)

> Platform fees will be negotiated between Users and Savvy Labs and will typically range from 0.02% to 0.25% per annum, based on the value of the assets held in the UIA or accounts on which Savvy Labs provides investment

- Account minimum: $50,000

> As a general matter, each User must initially invest a minimum of $50,000 to open an account with Savvy Labs.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $118,915,060
- Discretionary: $118,915,060
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $501,176 |
| Other investment advisers | 4 | $118,287,621 |
| Corporations or other businesses not listed above | 4 | $126,263 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 14 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- San Ramon, CA

### Websites listed on Form ADV (Item 1.I)
- getsavvy.io
- savvylabs.com
- LinkedIn @savvy-labs-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $117,000,000 | 11 | August 5, 2024 |
| October 2025 | $118,003,865 | 12 | May 12, 2025 |
| October 2026 | $118,915,060 | 14 | March 30, 2026 |

Regulatory assets under management: $117,000,000 in the October 2024 data and $118,915,060 in the October 2026 data, up 2%.
Total employees: 11 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Employees performing advisory functions went from 12 to 14.
- No longer lists an office in San Ramon, CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savvy Labs Inc (CRD 322453): Form ADV filing data as of October 2026.