# Infinium Investment Advisors, LLC

> Infinium Investment Advisors, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 149123
- Filed as: INFINIUM INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149123
- AdvisorCensus page: https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123

## Quick answers

**How is Infinium Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Infinium Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Infinium Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated May 7, 2026 states: Hourly rate: $250 an hour (financial planning services); Flat fee: $500 to $10,000 (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Infinium Investment Advisors, LLC located?**
Infinium Investment Advisors, LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Infinium Investment Advisors, LLC registered with the SEC or a state?**
Infinium Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 149123.

**How much does Infinium Investment Advisors, LLC manage?**
Infinium Investment Advisors, LLC reports $155,289,474 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have Infinium Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Infinium Investment Advisors, LLC: Regulatory assets under management: $136,211,438 in the October 2021 data and $155,289,474 in the October 2026 data, up 14%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Infinium Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (48).

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

**Does Infinium Investment Advisors, 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/149123

**Does Infinium Investment Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 7, 2026 says: "Our Firm generally requires a minimum initial household portfolio value of $1,000,000. This minimum may be waived in certain cases at the Firm’s discretion."

**What changed in Infinium Investment Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $131,412,596 to $152,443,632 (+16%).

## 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 May 7, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our Firm generally requires a minimum initial household portfolio value of $1,000,000. This minimum may be waived in certain cases at the Firm’s discretion.

- Hourly rate: $250 an hour (financial planning services)

> we offer financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.

- Flat fee: $500 to $10,000 (financial planning)

> Financial Planning fees may be negotiated as a fixed fee and range from $500 to $10,000. The specific fixed fee for your financial plan is specified in your planning agreement with Infinium.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $155,289,474
- Discretionary: $155,289,474
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $125,026,825 |
| High net worth individuals | 67 | $30,262,649 |
| 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [google.com/MAPS/PLACE/INFINIUM+INVESTMENT+ADVISORS](https://google.com/MAPS/PLACE/INFINIUM+INVESTMENT+ADVISORS)
- [infiniumadvisors.com](https://infiniumadvisors.com)
- Facebook @INFINIUMINVESTMENTADVISORS
- LinkedIn @INFINIUM-INVESTMENT-ADVISORS
- X @INFINIUMIA
- YouTube @INFINIUMIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,211,438 | 5 | July 30, 2021 |
| October 2022 | $172,221,435 | 5 | March 17, 2022 |
| October 2023 | $157,316,576 | 6 | March 28, 2023 |
| October 2024 | $101,793,068 | 2 | August 17, 2024 |
| October 2025 | $101,674,036 | 2 | March 28, 2025 |
| October 2026 | $155,289,474 | 2 | September 17, 2026 |

Regulatory assets under management: $136,211,438 in the October 2021 data and $155,289,474 in the October 2026 data, up 14%.
Total employees: 5 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $131,412,596 to $152,443,632 (+16%).

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $101,674,036 to $131,412,596 (+29%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infinium Investment Advisors, LLC (CRD 149123): Form ADV filing data as of October 2026.