# Infresh, Inc.

> Infresh, Inc. is a state-registered investment advisory firm in Findlay, OH, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 156316
- Filed as: INFRESH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Findlay, OH
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156316
- AdvisorCensus page: https://advisorcensus.com/firm/infresh-inc-findlay-oh-156316

## Quick answers

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

**Where is Infresh, Inc. located?**
Infresh, Inc.'s principal office is in Findlay, OH, according to its Form ADV.

**Is Infresh, Inc. registered with the SEC or a state?**
Infresh, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156316.

**How much does Infresh, Inc. manage?**
Infresh, Inc. reports $62,400,000 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**What types of clients does Infresh, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Infresh, Inc. report any disciplinary disclosures?**
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/156316

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $62,400,000
- Discretionary: $62,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $29,100,000 |
| High net worth individuals | 13 | $33,300,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- infreshwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infresh, Inc. (CRD 156316): Form ADV filing data as of October 2026.