AFINITIV LLC
SEC RegisteredWhere AI meets Wealth.
About the firm
Afinitiv is an SEC-registered investment advisor (CRD 305672) that uses AI to compose portfolios from global markets, asset classes, and macro signals, with every portfolio reviewed and approved by a registered investment advisor before being offered to clients. Clients are matched to portfolios based on a questionnaire about risk tolerance, experience, and circumstances, with account custody provided by Interactive Brokers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
AI-composed and registered advisor-approved portfolio matching; individual, Traditional IRA, Roth IRA, and SEP IRA account types; continuous AI-driven portfolio monitoring; transparent asset-based fees with no commissions or hidden product fees; custody through Interactive Brokers.
Who they serve
Individual investors seeking AI-composed, advisor-approved portfolios, including everyday investors and self-employed individuals, across individual accounts, Traditional IRAs, Roth IRAs, and SEP IRAs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $72k |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 2 | $142k |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| US Residents (automated onboarding) | 0.75% |
| UK, Canada, Australia and EU Residents | 1.00% |
| Residents of all other jurisdictions | 2.00% |
Data as of September 28, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AFINITIV LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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