{
  "crd_number": 325358,
  "slug": "svvy-phoenix-az-325358",
  "primary_business_name": "SVVY",
  "legal_name": "SVVY, LLC",
  "dbas": [],
  "city": "Phoenix",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-05-05",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://besvvy.com",
    "https://facebook.com/besvvy",
    "https://instagram.com/be.svvy",
    "https://linkedin.com/company/besvvy",
    "https://pinterest.com/Be_SVVY",
    "https://youtube.com/@BeSvvy"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325358",
  "city_as_filed": "PHOENIX",
  "url": "https://advisorcensus.com/firm/svvy-phoenix-az-325358",
  "display_name": "Svvy",
  "summary": "Svvy is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Svvy (CRD 325358): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Svvy compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Svvy reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Svvy located?",
      "a": "Svvy's principal office is in Phoenix, AZ, according to its Form ADV."
    },
    {
      "q": "Is Svvy registered with the SEC or a state?",
      "a": "Svvy is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325358."
    },
    {
      "q": "How have Svvy's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Svvy: Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Svvy report any disciplinary disclosures?",
      "a": "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/325358"
    },
    {
      "q": "What changed in Svvy's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2023-04-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2024-03-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/svvy-phoenix-az-325358.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325358",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}