# Actify Investor Retirements, LLC

> Actify Investor Retirements, LLC is a state-registered investment advisory firm in Peachtree Corners, GA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 284506
- Filed as: ACTIFY INVESTOR RETIREMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peachtree Corners, GA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284506
- AdvisorCensus page: https://advisorcensus.com/firm/actify-investor-retirements-llc-peachtree-corners-ga-284506

## Quick answers

**How is Actify Investor Retirements, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Actify Investor Retirements, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Actify Investor Retirements, LLC located?**
Actify Investor Retirements, LLC's principal office is in Peachtree Corners, GA, according to its Form ADV.

**Is Actify Investor Retirements, LLC registered with the SEC or a state?**
Actify Investor Retirements, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284506.

**How much does Actify Investor Retirements, LLC manage?**
Actify Investor Retirements, LLC reports $61,265,750 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (9% discretionary).

**What types of clients does Actify Investor Retirements, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220); pension and profit sharing plans (but not the plan participants or government pension plans) (200); corporations or other businesses not listed above (1).

**Does Actify Investor Retirements, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284506

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,265,750
- Discretionary: $5,337,714
- Non-discretionary: $55,928,036

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $5,839,953 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 200 | $50,550,564 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $4,875,233 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, GA, IL, MD, MN, NC, NJ, PA, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [actifyinv.com](https://actifyinv.com)
- [cpsgo.com/retirement](https://cpsgo.com/retirement)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Actify Investor Retirements, LLC (CRD 284506): Form ADV filing data as of October 2026.