MAGNIFI

Legal name: MAGNIFI LLC

CRD 309397File 801-119004

APPROVED

Retail clients

Disclosure events

Filing as of Jul 16, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.1M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $2.1M

Clients

7,648

7,648 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 1, 2020
Principal office: 1166 PEARL STREEY, BOULDER, CO, 80302
Phone: 888-807-4066
Website: https://www.magnifi.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.1M
Discretionary AUM: $0
Non-discretionary AUM: $2.1M
Discretionary accounts: 0
Non-discretionary accounts: 7,648
Total accounts: 7,648
AUM per client: $277

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	7,648	$2.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FIXED SUBSCRIPTION FEES

Advisory activities

Other advisory activities

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 11

Q11E2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	47	35	decreased by12
Apr 1, 2026	Clients	10,121	7,648	decreased by2,473
Apr 1, 2026	AUM	$2,185,992	$2,115,520	decreased by$70,472
Apr 1, 2026	Accounts	10,121	7,648	decreased by2,473
Dec 1, 2025 vs May 1, 2025	Employees	46	47	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	16	46	increased by30
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	11	10,121	increased by10,110
May 1, 2025 vs Oct 1, 2022	AUM	$13,180	$2,185,992	increased by$2,172,812
May 1, 2025 vs Oct 1, 2022	Accounts	11	10,121	increased by10,110
Apr 1, 2022	Employees	20	16	decreased by4
Apr 1, 2022	AUM	$0	$13,180	increased by$13,180
Apr 1, 2022	Accounts	0	11	increased by11
Sep 1, 2021	Employees	22	20	decreased by2
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 “MAGNIFI” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAGNIFI” 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.