# Tifin Give

> Tifin Give is an SEC-registered investment advisory firm in Boulder, CO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 313261
- Filed as: TIFIN GIVE
- Legal name: Tifin Give Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313261
- AdvisorCensus page: https://advisorcensus.com/firm/tifin-give-boulder-co-313261

## Quick answers

**How is Tifin Give compensated?**
On its Form ADV (Item 5.E, October 2026), Tifin Give reports these compensation arrangements: fixed fees (other than subscription fees); other.

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

**Is Tifin Give registered with the SEC or a state?**
Tifin Give is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313261.

**How much does Tifin Give manage?**
Tifin Give reports $30,928,756 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**How have Tifin Give's assets and staff changed since 2022?**
In the Form ADV data for Tifin Give: Regulatory assets under management: $1,753,200 in the October 2023 data and $30,928,756 in the October 2026 data, up 1664%. Total employees: 3 in October 2022 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

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

**Does Tifin Give 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/313261

**Does Tifin Give state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "TIFIN Give does not impose a minimum account size."

**What changed in Tifin Give's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: None

> TIFIN Give does not impose a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $30,928,756
- Discretionary: $30,928,756
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Fewer than 5 | $30,928,756 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 20 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NC
- 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/313261

### Websites listed on Form ADV (Item 1.I)
- app.meetlouise.com/auth
- tifin.com
- tifin.com/holdings/tifin-give
- tifingive.com
- LinkedIn @tifin-give

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 3 | August 11, 2022 |
| October 2023 | $1,753,200 | 13 | September 28, 2023 |
| October 2024 | $2,712,668 | 21 | July 11, 2024 |
| October 2025 | $4,674,789 | 23 | March 31, 2025 |
| October 2026 | $30,928,756 | 20 | September 4, 2026 |

Regulatory assets under management: $1,753,200 in the October 2023 data and $30,928,756 in the October 2026 data, up 1664%.
Total employees: 3 in October 2022 and 20 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $4,674,789 to $30,928,756 (+562%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tifin Give (CRD 313261): Form ADV filing data as of October 2026.