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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

SAVVY FINANCIAL

SAVVY FINANCIAL, LLC, CRD 292220

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c02c97a-1295-93aa-7d03-63a730ec6d33

Data as of Jan 13, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2018 to Jan 13, 2018
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2018-01-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-112444
CRD: 292220
Filings on the tape: 1
First filed: Jan 13, 2018
Latest filed: Jan 13, 2018
Organised: Limited Liability Company, Tennessee

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hull, Jeffrey, Lewis	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	11/2017	Jan 13, 2018	Jan 13, 2018

Relationships

Controls (1)

← Hull, Jeffrey, LewisOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 13, 2018 to presentfactForm ADV

Dated events

Occurred
Jan 13, 2018
First Form ADV filing
Savvy Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c02c97a-1295-93aa-7d03-63a730ec6d33
First observed: Jan 13, 2018
Last observed: Jan 13, 2018 105 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAVVY FINANCIAL

SAVVY FINANCIAL, LLC, CRD 292220

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c02c97a-1295-93aa-7d03-63a730ec6d33

Data as of Jan 13, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hull, Jeffrey, Lewis

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

11/2017

Jan 13, 2018