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Asset manager · St Petersburg, FL

Advisifi LLC

SEC-registered investment adviser · CRD 332477 · SEC 801-130953

At a glance

Advisifi LLC is an SEC-registered investment adviser based in St Petersburg, Florida, with $2 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is corporations or other businesses, and it reports 133 individual clients. By Form ADV it is a asset manager, ranked 2,569th of 3,218 asset managers and 16,417th of 17,210 SEC-registered advisers by assets.

Main office 888-983-2897advisifi.coAs filed on Form ADV

Regulatory AUM
$2M
Rank among asset managers
#2,569 of 3,218
Rank among all SEC RIAs
#16,417 of 17,210
Rank in Florida
#1,029 of 1,090
Individual clients
133
High-net-worth clients
0
Accounts
134
Discretionary
100% of AUM
Employees
6
Advisory staff
2
Offices
4

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Rqd* Clearing$2M

Other RIAs using Rqd* Clearing

Broker-dealer

Hybrid RIA

Advisifi LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Investifi Securities LLC.

Its Form ADV brochure (filed March 2026) names Investifi Securities as the broker-dealer its advisers are registered with.

In vestiFi indirectly owns all controlling interest in InvestiFi Securities and certain of our management persons are registered representatives of InvestiFi Securities , which presents certain conflicts of interest, as further discussed in

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Corporations or other businesses1$1M59%
Individuals133$1M41%

Disciplinary disclosures

Advisifi LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management
  • Other

Form ADV and brochures on the SEC’s adviser search ↗advisifi.co ↗

AtlasMembers

The full record on Advisifi LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 2 years of filings
Locked
Growth over one, three and five years
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Rank against 25 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Advisifi LLC manage?

Advisifi LLC reports $2 million in regulatory assets under management across 134 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.

What kind of firm is Advisifi LLC?

Advisifi LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Advisifi LLC’s clients?

By assets, its largest client types are corporations or other businesses ($1 million, 1 clients); individuals ($752,448, 133 clients).

Does Advisifi LLC have any disciplinary history?

Advisifi LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Advisifi LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →