Investment adviser · CRD 305672
AFINITIV LLC
Investment adviser filing (IA)
SHERIDAN, WY, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $354K Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $224,771 | 63.5% |
| Individuals | 7 | $71,856 | 20.3% |
| Charities | Fewer than 5 | $57,147 | 16.2% |
Filing source
Form ADV 2133961 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
30 NORTH GOULD STREET, SUITE RSHERIDAN, WY, 82801, United States
CRD 305672
Filing source
Form ADV 2133961 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.