AdvisorCensus / Financial advisors / Georgia / Atlanta / Infinite Giving Advisory Services, Inc.
Infinite Giving Advisory Services, Inc.
Filed as INFINITE GIVING ADVISORY SERVICES, INC.
Infinite Giving Advisory Services, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.
Quick answers
From the filingHow is Infinite Giving Advisory Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Infinite Giving Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Infinite Giving Advisory Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Infinite Giving Advisory Services, Inc. located?
Infinite Giving Advisory Services, Inc.'s principal office is in Atlanta, GA, according to its Form ADV.
Is Infinite Giving Advisory Services, Inc. registered with the SEC or a state?
Infinite Giving Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 315935.
How much does Infinite Giving Advisory Services, Inc. manage?
Infinite Giving Advisory Services, Inc. reports $112,814,787 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).
How have Infinite Giving Advisory Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Infinite Giving Advisory Services, Inc.: Regulatory assets under management: $0 in the October 2021 data and $112,814,787 in the October 2026 data. Total employees: 2 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Infinite Giving Advisory Services, Inc. serve?
By number of clients on Form ADV Item 5.D: charitable organizations (211).
Which custodians does Infinite Giving Advisory Services, Inc. use?
Infinite Giving Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.
Does Infinite Giving Advisory Services, Inc. report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315935
Does Infinite Giving Advisory Services, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Our firm generally requires a minimum account balance of $100,000. This minimum account balance requirement is negotiable at our discretion."
What changed in Infinite Giving Advisory Services, Inc.'s recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in ID, KY, MO, NJ, NM, OR, SC, UT.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annual investment advisory fee charged by Infinite Giving’s RIA will not exceed 1.00%. The specific fee is determined based on the types of assets invested, the amount of anticipated time spent managing accounts, and the scope and complexity of the services provided
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our firm generally requires a minimum account balance of $100,000. This minimum account balance requirement is negotiable at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$112,814,787 as of October 2026, filing dated May 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 10. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
35 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $112,814,787 | 10 | May 29, 2026 |
| October 2021 | $0 | 2 | October 1, 2021 |
Regulatory assets under management: $0 in the October 2021 data and $112,814,787 in the October 2026 data.
Total employees: 2 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in ID, KY, MO, NJ, NM, OR, SC, UT.
- May 2026
- Its Item 11 disclosure answers changed.
- Registered or notice-filed in CT, DE, IA, MD, MI, MN, NV, OH, TN.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).
- Employees performing advisory functions went from 2 to 6.
- Regulatory assets under management went from $100,133,330 to $112,814,787 (+13%).
- Registered or notice-filed in AZ, CO, DC, FL, IL, IN, LA, NE, NH, NY, VA.
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Infinite Giving Advisory Services, Inc. (CRD 315935): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/infinite-giving-advisory-services-inc-atlanta-ga-315935