{
  "crd_number": 309397,
  "slug": "magnifi-boulder-co-309397",
  "primary_business_name": "MAGNIFI",
  "legal_name": "MAGNIFI LLC",
  "dbas": [],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-07-01",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 2115520.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 2115520.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 35,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2115520.0,
      "count": 7648
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://apps.apple.com/us/app/magnifi-invest-with-ai/id1574358920",
    "https://facebook.com/DiscoverMagnifi",
    "https://instagram.com/DiscoverMagnifi",
    "https://linkedin.com/company/discovermagnifi",
    "https://linktr.ee/discovermagnifi?ltsid=291f01c2-4380-402e-9e14-8e07e7b361ac",
    "https://magnifi.com",
    "https://play.google.com/store/apps/details?gl=US&hl=en_US&id=com.magnifi.app&pli=1",
    "https://tifin.com",
    "https://tiktok.com/@discovermagnifi",
    "https://x.com/DiscoverMagnifi",
    "https://youtube.com/@discovermagnifi"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309397",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/magnifi-boulder-co-309397",
  "display_name": "Magnifi",
  "summary": "Magnifi is an SEC-registered investment advisory firm in Boulder, CO, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Magnifi (CRD 309397): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Magnifi compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Magnifi reports these compensation arrangements: other."
    },
    {
      "q": "How much does Magnifi charge?",
      "a": "Its Form ADV Part 2A brochure dated July 16, 2026 states: Subscription: $99 a year (annual subscription). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Magnifi located?",
      "a": "Magnifi's principal office is in Boulder, CO, according to its Form ADV."
    },
    {
      "q": "Is Magnifi registered with the SEC or a state?",
      "a": "Magnifi is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309397."
    },
    {
      "q": "How much does Magnifi manage?",
      "a": "Magnifi reports $2,115,520 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (0% discretionary)."
    },
    {
      "q": "How have Magnifi's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Magnifi: Regulatory assets under management: $13,180 in the October 2022 data and $2,115,520 in the October 2026 data, up 15951%. Total employees: 20 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Magnifi serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,648)."
    },
    {
      "q": "Which custodians does Magnifi use?",
      "a": "Magnifi'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 Magnifi report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). 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/309397"
    },
    {
      "q": "Does Magnifi state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 16, 2026 says: \"There is no minimum account size to obtain a subscription to the platform and Clients are not required to have a certain amount of investment experience or sophistication.\""
    },
    {
      "q": "What changed in Magnifi's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 2. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 20,
      "filing_date": "2021-09-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13180.0,
      "total_employees": 16,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1252000.0,
      "total_employees": 21,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1653948.0,
      "total_employees": 38,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2185992.0,
      "total_employees": 47,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2115520.0,
      "total_employees": 35,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $99 a year (annual subscription)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size to obtain a subscription to the platform and Clients are not required to have a certain amount of investment experience or sophistication."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $99 a year (annual subscription)"
        ],
        "quotes": [
          "Clients may alternatively choose an annual subscription for $99. All subscription fees are billed directly to Clients."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 99.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "annual subscription"
        }
      ]
    },
    "quotes": [
      "There is no minimum account size to obtain a subscription to the platform and Clients are not required to have a certain amount of investment experience or sophistication.",
      "Clients may alternatively choose an annual subscription for $99. All subscription fees are billed directly to Clients."
    ],
    "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/magnifi-boulder-co-309397.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7648,
      "fewer_than_5": false,
      "raum": 2115520.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item 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/309397",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}