# Advisifi LLC

> Advisifi LLC is an SEC-registered investment advisory firm in St Petersburg, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 332477
- Filed as: ADVISIFI LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332477
- AdvisorCensus page: https://advisorcensus.com/firm/advisifi-llc-st-petersburg-fl-332477

## Quick answers

**How is Advisifi LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advisifi LLC reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Advisifi LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Advisifi LLC located?**
Advisifi LLC's principal office is in St Petersburg, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Advisifi LLC registered with the SEC or a state?**
Advisifi LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332477.

**How much does Advisifi LLC manage?**
Advisifi LLC reports $1,832,843 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Advisifi LLC's assets and staff changed since 2024?**
In the Form ADV data for Advisifi LLC: Regulatory assets under management: $0 in the October 2024 data and $1,832,843 in the October 2026 data. Total employees: 1 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advisifi LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); corporations or other businesses not listed above (1).

**Which custodians does Advisifi LLC use?**
Advisifi LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RQD* Clearing, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Advisifi LLC 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/332477

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% of assets a year

> AdvisiFi charges an annual asset-based fee of 0.50% (50 basis points) (the “Management Fee”) for its discretionary investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- RQD* Clearing, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,832,843
- Discretionary: $1,832,843
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $752,448 |
| 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) | 0 | $0 |
| 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 | $1,080,395 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lake Mary, FL

### Websites listed on Form ADV (Item 1.I)
- advisifi.co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | July 19, 2024 |
| October 2025 | $1,768,259 | 4 | July 8, 2025 |
| October 2026 | $1,832,843 | 6 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $1,832,843 in the October 2026 data.
Total employees: 1 in October 2024 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisifi LLC (CRD 332477): Form ADV filing data as of October 2026.