$1.9M Total AUM
$1.9M Disc. AUM
67.7% 3Y CAGR
15 Employees
614 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
231 Public Square Suite 300, PMB 6 Franklin TN
About Savvyfi
SAVVYFI provides employer-sponsored financial education benefits that help employees tackle student loan debt while investing for the future. The platform supports Secure 2.0 student-loan match programs, enabling student loan payments to count toward retirement match contributions. The firm highlights SOC 2 controls and a Shortlister Top Vendor recognition for enterprise readiness.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$3.1K AVG AUM / CLIENT
7.5 yrs AVG TENURE
15 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Jeffrey Lewis Hull
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6900487
- Ownership
- 75% or more
Available
Available
Available
S
Stephen Louis Cretin
DIRECTOR, Founder
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,880,235 | $4,586 |
| Non-Discretionary | $0 | -- |
| Total | $1,880,235 | $4,586 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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