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AFINITIV LLC
CRD 305672File 801-117750
APPROVED
Retail clients
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$354K
Bottom 25% of cohort (national)
Discretionary AUM
$151K
Non-discretionary $203K
Clients
9
9 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
- $354K
- Discretionary AUM
- $151K
- Non-discretionary AUM
- $203K
- Discretionary accounts
- 8
- Non-discretionary accounts
- 1
- Total accounts
- 9
- AUM per client
- $39K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $57K |
| Pension and profit sharing plans | Fewer than 5 | $225K |
| Individuals (other than high net worth individuals) | 7 | $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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | AUM | $201,282 | $270,831 | increased by$69,549 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 11 | 7 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $500,000 | $201,282 | decreased by$298,718 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 11 | decreased by5 |
| Sep 1, 2022 | Clients | 2 | 15 | increased by13 |
| Sep 1, 2022 | AUM | $783,000 | $500,000 | decreased by$283,000 |
| Sep 1, 2022 | Accounts | 17 | 16 | decreased by1 |
| Sep 1, 2021 | Clients | 0 | 2 | increased by2 |
| Sep 1, 2021 | AUM | $558,850 | $783,000 | increased by$224,150 |
| Sep 1, 2021 | Accounts | 1 | 17 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AFINITIV” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AFINITIV” may also match similarly-named firms). Confirm identity against each filing.
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.