# Svvy

> 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.

- CRD: 325358
- Filed as: SVVY
- Legal name: Svvy, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325358
- AdvisorCensus page: https://advisorcensus.com/firm/svvy-phoenix-az-325358

## Quick answers

**How is Svvy compensated?**
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.

**Where is Svvy located?**
Svvy's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Svvy registered with the SEC or a state?**
Svvy is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325358.

**How have Svvy's assets and staff changed since 2023?**
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.

**Does Svvy 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/325358

**What changed in Svvy's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- besvvy.com
- Facebook @besvvy
- Instagram @be.svvy
- LinkedIn @besvvy
- Pinterest @Be_SVVY
- YouTube @BeSvvy

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 3 | April 7, 2023 |
| October 2024 | Not reported | 2 | March 24, 2024 |
| October 2025 | Not reported | 3 | March 31, 2025 |
| October 2026 | Not reported | 4 | March 31, 2026 |

Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Svvy (CRD 325358): Form ADV filing data as of October 2026.