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AFINITIV LLC
CRD 305672File 801-117750
APPROVED
Retail clients
Filing as of Sep 28, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$271K
Bottom 25% of cohort (national)
Discretionary AUM
$150K
Non-discretionary $121K
Clients
15
7 accounts
Employees
2
Bottom 25% of cohort in WY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 20, 2019
- Principal office
- 30 NORTH GOULD STREET, SUITE R, SHERIDAN, WY, 82801
- Phone
- +61404730453
- Website
- https://afinitiv.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271K
- Discretionary AUM
- $150K
- Non-discretionary AUM
- $121K
- Discretionary accounts
- 6
- Non-discretionary accounts
- 1
- Total accounts
- 7
- AUM per client
- $18K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $57K |
| Pension and profit sharing plans | Fewer than 5 | $142K |
| Individuals (other than high net worth individuals) | 12 | $72K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.