# Magnifina, LLC

> Magnifina, LLC is an SEC-registered investment advisory firm in Bedford Hills, NY, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 306005
- Filed as: MAGNIFINA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford Hills, NY
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306005
- AdvisorCensus page: https://advisorcensus.com/firm/magnifina-llc-bedford-hills-ny-306005

## Quick answers

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

**Where is Magnifina, LLC located?**
Magnifina, LLC's principal office is in Bedford Hills, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Magnifina, LLC registered with the SEC or a state?**
Magnifina, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306005.

**How much does Magnifina, LLC manage?**
Magnifina, LLC reports $53,898,224 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary).

**How have Magnifina, LLC's assets and staff changed since 2021?**
In the Form ADV data for Magnifina, LLC: Regulatory assets under management: $46,706,411 in the October 2021 data and $53,898,224 in the October 2026 data, up 15%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Magnifina, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Which custodians does Magnifina, LLC use?**
Magnifina, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Magnifina, 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/306005

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers 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: $53,898,224
- Discretionary: $52,925,795
- Non-discretionary: $972,429

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,721,102 |
| High net worth individuals | Fewer than 5 | $28,352,474 |
| Charitable organizations | Fewer than 5 | $1,738,663 |
| Other | Fewer than 5 | $21,085,985 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- magnifina.com
- medium.com/@magnifina
- Facebook @magnifina
- Instagram @magnifina_ria
- LinkedIn @magnifina
- X @magnifina_ria
- YouTube @magnifina

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $46,706,411 | 3 | March 10, 2021 |
| October 2022 | $44,001,302 | 3 | September 9, 2022 |
| October 2023 | $31,018,679 | 3 | March 7, 2023 |
| October 2024 | $39,297,141 | 3 | May 21, 2024 |
| October 2025 | $53,938,122 | 3 | July 28, 2025 |
| October 2026 | $53,898,224 | 3 | March 20, 2026 |

Regulatory assets under management: $46,706,411 in the October 2021 data and $53,898,224 in the October 2026 data, up 15%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magnifina, LLC (CRD 306005): Form ADV filing data as of October 2026.