{
  "crd_number": 315935,
  "slug": "infinite-giving-advisory-services-inc-atlanta-ga-315935",
  "primary_business_name": "INFINITE GIVING ADVISORY SERVICES, INC.",
  "legal_name": "INFINITE GIVING ADVISORY SERVICES, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 112814787.0,
  "raum_discretionary": 112814787.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 112814787.0,
      "count": 211
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/infinitegiving",
    "https://infinitegiving.com",
    "https://instagram.com/infinite.giving",
    "https://linkedin.com/company/infinite-giving",
    "https://twitter.com/infinitegiving_",
    "https://youtube.com/watch?v=3Zn-wDmwcpY"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315935",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "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?"
    },
    {
      "item": "11.D(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/infinite-giving-advisory-services-inc-atlanta-ga-315935",
  "display_name": "Infinite Giving Advisory Services, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Infinite Giving Advisory Services, Inc. (CRD 315935): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Infinite Giving Advisory Services, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Infinite Giving Advisory Services, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Infinite Giving Advisory Services, Inc. located?",
      "a": "Infinite Giving Advisory Services, Inc.'s principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Infinite Giving Advisory Services, Inc. registered with the SEC or a state?",
      "a": "Infinite Giving Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 315935."
    },
    {
      "q": "How much does Infinite Giving Advisory Services, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Infinite Giving Advisory Services, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Infinite Giving Advisory Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (211)."
    },
    {
      "q": "Which custodians does Infinite Giving Advisory Services, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Infinite Giving Advisory Services, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Infinite Giving Advisory Services, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Infinite Giving Advisory Services, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in ID, KY, MO, NJ, NM, OR, SC, UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2021-10-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 112814787.0,
      "total_employees": 10,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in ID, KY, MO, NJ, NM, OR, SC, UT."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our firm generally requires a minimum account balance of $100,000. This minimum account balance requirement is negotiable at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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",
      "Our firm generally requires a minimum account balance of $100,000. This minimum account balance requirement is negotiable at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/infinite-giving-advisory-services-inc-atlanta-ga-315935.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 211,
      "fewer_than_5": false,
      "raum": 112814787.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315935",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}