AdvisorCensus / Financial advisors / Tennessee / Nashville / Savvyfi
Savvyfi is an SEC-registered investment advisory firm in Franklin, TN, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Savvyfi compensated?
On its Form ADV (Item 5.E, October 2026), Savvyfi reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Savvyfi located?
Savvyfi's principal office is in Franklin, TN, according to its Form ADV.
Is Savvyfi registered with the SEC or a state?
Savvyfi is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304337.
How much does Savvyfi manage?
Savvyfi reports $1,880,235 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Savvyfi's assets and staff changed since 2021?
In the Form ADV data for Savvyfi: Regulatory assets under management: $86,702 in the October 2021 data and $1,880,235 in the October 2026 data, up 2069%. Total employees: 3 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Savvyfi serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307).
Does Savvyfi 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/304337
Does Savvyfi state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "As of the date of this Brochure, Clients have no minimum account balance required to open or maintain a SavvyFi account."
What changed in Savvyfi's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,001,686 to $1,880,235 (+88%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
As of the date of this Brochure, Clients have no minimum account balance required to open or maintain a SavvyFi account.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,880,235 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Savvy Financial, Inc.
- Also doing business as
- SAVVY FINANCIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 15. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
31 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,880,235 | 15 | March 31, 2026 |
| October 2025 | $1,001,686 | 15 | March 28, 2025 |
| October 2024 | $624,849 | 4 | March 28, 2024 |
| October 2023 | $398,953 | 4 | March 30, 2023 |
| October 2022 | $218,269 | 3 | March 29, 2022 |
| October 2021 | $86,702 | 3 | August 18, 2021 |
Regulatory assets under management: $86,702 in the October 2021 data and $1,880,235 in the October 2026 data, up 2069%.
Total employees: 3 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,001,686 to $1,880,235 (+88%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Savvyfi (CRD 304337): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/savvyfi-franklin-tn-304337