# Infinity Advisory Group

> Infinity Advisory Group is an SEC-registered investment advisory firm in Portage, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 324723
- Filed as: INFINITY ADVISORY GROUP
- Legal name: Infinity Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portage, MI
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324723
- AdvisorCensus page: https://advisorcensus.com/firm/infinity-advisory-group-portage-mi-324723

## Quick answers

**How is Infinity Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Infinity Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Infinity Advisory Group charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $150 to $400 an hour (Financial Planning Services); Flat fee: $1,000 to $10,000 (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Infinity Advisory Group located?**
Infinity Advisory Group's principal office is in Portage, MI, according to its Form ADV.

**Is Infinity Advisory Group registered with the SEC or a state?**
Infinity Advisory Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324723.

**How much does Infinity Advisory Group manage?**
Infinity Advisory Group reports $128,916,906 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Infinity Advisory Group's assets and staff changed since 2025?**
In the Form ADV data for Infinity Advisory Group: Regulatory assets under management: $102,678,099 in the October 2025 data and $128,916,906 in the October 2026 data, up 26%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Infinity Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (34).

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

**Does Infinity Advisory Group 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/324723

**What changed in Infinity Advisory Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,678,099 to $128,916,906 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Hourly rate: $150 to $400 an hour (Financial Planning Services)

> On an hourly basis ranging from $150 to $400 per hour.

- Flat fee: $1,000 to $10,000 (financial planning)

> As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of the engagement

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $128,916,906
- Discretionary: $128,916,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $74,111,133 |
| High net worth individuals | 34 | $54,805,773 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- infinity-advisory.com
- Facebook @infinityadvisorygroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,678,099 | 4 | April 1, 2025 |
| October 2026 | $128,916,906 | 5 | March 20, 2026 |

Regulatory assets under management: $102,678,099 in the October 2025 data and $128,916,906 in the October 2026 data, up 26%.
Total employees: 4 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,678,099 to $128,916,906 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infinity Advisory Group (CRD 324723): Form ADV filing data as of October 2026.