# Magnifi

> 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.

- CRD: 309397
- Filed as: MAGNIFI
- Legal name: Magnifi LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309397
- AdvisorCensus page: https://advisorcensus.com/firm/magnifi-boulder-co-309397

## Quick answers

**How is Magnifi compensated?**
On its Form ADV (Item 5.E, October 2026), Magnifi reports these compensation arrangements: other.

**How much does Magnifi charge?**
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.

**Where is Magnifi located?**
Magnifi's principal office is in Boulder, CO, according to its Form ADV.

**Is Magnifi registered with the SEC or a state?**
Magnifi is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309397.

**How much does Magnifi manage?**
Magnifi reports $2,115,520 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (0% discretionary).

**How have Magnifi's assets and staff changed since 2021?**
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.

**What types of clients does Magnifi serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,648).

**Which custodians does Magnifi use?**
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.

**Does Magnifi report any disciplinary disclosures?**
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

**Does Magnifi state an account minimum?**
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."

**What changed in Magnifi's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Account minimum: None

> 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.

- Subscription: $99 a year (annual subscription)

> Clients may alternatively choose an annual subscription for $99. All subscription fees are billed directly to Clients.

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

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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: $2,115,520
- Discretionary: $0
- Non-discretionary: $2,115,520

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7,648 | $2,115,520 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 35 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309397

### Websites listed on Form ADV (Item 1.I)
- apps.apple.com/us/app/magnifi-invest-with-ai/id1574358920
- linktr.ee/discovermagnifi
- magnifi.com
- play.google.com/store/apps/details
- tifin.com
- Facebook @DiscoverMagnifi
- Instagram @DiscoverMagnifi
- LinkedIn @discovermagnifi
- TikTok @discovermagnifi
- X @DiscoverMagnifi
- YouTube @discovermagnifi

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 20 | September 3, 2021 |
| October 2022 | $13,180 | 16 | August 4, 2022 |
| October 2023 | $1,252,000 | 21 | August 3, 2023 |
| October 2024 | $1,653,948 | 38 | July 1, 2024 |
| October 2025 | $2,185,992 | 47 | June 5, 2025 |
| October 2026 | $2,115,520 | 35 | July 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magnifi (CRD 309397): Form ADV filing data as of October 2026.