{
  "crd_number": 300622,
  "slug": "infinity-wealthcare-llc-300622",
  "primary_business_name": "INFINITY WEALTHCARE, LLC",
  "legal_name": "INFINITY WEALTHCARE, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-03-26",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": 20958992.0,
  "raum_discretionary": 16583992.0,
  "raum_non_discretionary": 4375000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2618302.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 18340690.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "market_timing",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://infinitywealthcare.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300622",
  "listing_state": "GA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/infinity-wealthcare-llc-300622",
  "display_name": "Infinity Wealthcare, LLC",
  "summary": "Infinity Wealthcare, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Infinity Wealthcare, LLC (CRD 300622): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Market timing services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Infinity Wealthcare, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Infinity Wealthcare, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Is Infinity Wealthcare, LLC registered with the SEC or a state?",
      "a": "Infinity Wealthcare, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300622."
    },
    {
      "q": "How much does Infinity Wealthcare, LLC manage?",
      "a": "Infinity Wealthcare, LLC reports $20,958,992 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (79% discretionary)."
    },
    {
      "q": "What types of clients does Infinity Wealthcare, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Does Infinity Wealthcare, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300622"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/infinity-wealthcare-llc-300622.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 2618302.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 18340690.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/300622",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}