VANDERBILT ADVISORY SERVICES
SEC RegisteredGrow. Preserve. Give. A strategy for every stage of wealth.
About the firm
Infinite Investment Strategies is an asset advisory firm dedicated to delivering a personalized advisory experience tailored for individuals and families. Their mission is to provide personalized attention and care, empowering clients to build a legacy that will endure for generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset advisory and investment strategies, including personalized financial advice, retirement planning, and account setup for clients and their families
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,804 | $1.1B |
| High Net Worth Individuals | 395 | $939M |
| Charitable Organizations | 243 | $62M |
| State/Municipal Entities | 8 | — |
64 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 163
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $100,000 | 2.50% |
| $100,001 - $250,000 | 2.25% |
| $250,001 - $500,000 | 2.00% |
| $500,001 - $1,000,000 | 1.75% |
| $1,000,001 - $2,000,000 | 1.50% |
| $2,000,001 - $5,000,000 | 1.25% |
| $5,000,001 - $10,000,000 | 1.00% |
| $10,000,001 & Up | 0.75% |
Data as of February 27, 2026 · 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. VANDERBILT ADVISORY SERVICES 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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