# Indfin LLC > Indfin LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026. - CRD: 127898 - Filed as: INDFIN LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Filing period: October 2026 - Form ADV filing dated: January 27, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127898 - AdvisorCensus page: https://advisorcensus.com/firm/indfin-llc-127898 ## Quick answers **How is Indfin LLC compensated?** On its Form ADV (Item 5.E, October 2026), Indfin LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Indfin LLC charge?** Its Form ADV Part 2A brochure dated January 27, 2026 states: Flat fee: $1,000 to $6,000 (financial planning services); Hourly rate: $250 an hour (As-needed services/Advisory Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Is Indfin LLC registered with the SEC or a state?** Indfin LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 127898. **How much does Indfin LLC manage?** Indfin LLC reports $128,376,327 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (89% discretionary). **How have Indfin LLC's assets and staff changed since 2022?** In the Form ADV data for Indfin LLC: Regulatory assets under management: $109,886,615 in the October 2022 data and $128,376,327 in the October 2026 data, up 17%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Indfin LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (18). **Which custodians does Indfin LLC use?** Indfin LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets. **Does Indfin 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/127898 **Does Indfin LLC state an account minimum?** Its Form ADV Part 2A brochure dated January 27, 2026 says: "IndFin LLC does not have an account minimum. However, we may decline to accept clients with smaller portfolios." ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026) - Account minimum: None > IndFin LLC does not have an account minimum. However, we may decline to accept clients with smaller portfolios. - Flat fee: $1,000 to $6,000 (financial planning services) > Fees for financial planning services are based on a flat rate varying with the complexity of the issues that need to be addressed and can range from $1000 to $6000. - Hourly rate: $250 an hour (As-needed services/Advisory Consulting Services) > As needed services are billed as follows: • $250 per hour; or As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - Fidelity Brokerage Services 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: $128,376,327 - Discretionary: $114,052,172 - Non-discretionary: $14,324,155 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 18 | $4,485,372 | | High net worth individuals | 37 | $123,890,955 | | 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 | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2022 (4 years) - Employees: 1 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, NJ, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [indfinllc.com](https://indfinllc.com) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2022 | $109,886,615 | 1 | March 18, 2022 | | October 2023 | $100,803,954 | 1 | March 3, 2023 | | October 2024 | $118,946,893 | 1 | June 21, 2024 | | October 2025 | $130,869,825 | 1 | January 14, 2025 | | October 2026 | $128,376,327 | 1 | January 27, 2026 | Regulatory assets under management: $109,886,615 in the October 2022 data and $128,376,327 in the October 2026 data, up 17%. Total employees: 1 in October 2022 and 1 in October 2026. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Indfin LLC (CRD 127898): Form ADV filing data as of October 2026.