SAVORY CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
334473
Registered since
May 15, 2025

Firm profile

FINTRX

Overview

Savory Capital LLC operates as a limited liability company focused on investment management. The firm engages in advising clients primarily through pooled investment vehicles, which indicates a strategy of collective investment. While the firm does not classify itself under a specific category, it is involved in managing venture capital funds, reflecting a preference for investing in early-stage companies with high growth potential. Savory Capital LLC does not actively participate in ESG investing, which may appeal to clients with different investment priorities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Andrew Smith

    Managing Partner & Co-FounderCRD 7962578

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
1557 W Innovation Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth