{"url":"https://nivawealth.com/firms/infinity-advisory-group-324723","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/324723","regulatoryAum":128916906,"crd":"324723","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5591813","suffix":null,"lastName":"DELL","firstName":"GINNY","middleName":"SUE"},{"crd":"5743744","suffix":null,"lastName":"SNYDER","firstName":"RYAN","middleName":"J"},{"crd":"6166496","suffix":null,"lastName":"TAYLOR","firstName":"BENJAMIN","middleName":"LORAIN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-01","regulatoryAum":102678099,"clients":202,"employees":4,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":128916906,"clients":208,"employees":5,"offices":1}],"secFileNumber":"801-132463","legalName":"Infinity Advisory Group, LLC","displayName":"Infinity Advisory Group","slug":"infinity-advisory-group-324723","website":"https://infinity-advisory.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8105 Valleywood Lane, Suite A","city":"Portage","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49024"},"tradeNames":[],"registration":{"secApproved":"18 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":619792.8173076923,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":128916906,"discretionary":128916906,"discretionaryAccounts":533,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":174,"regulatoryAum":74111133},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":54805773}],"feePrograms":[{"role":"main","program":"Advisory Fees","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":2000000,"pct":1,"from":500000},{"to":5000000,"pct":0.75,"from":2000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022859","versionId":1022859,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-20","documentName":"INFINITY ADVISORY GROUP FORM ADV PART 2","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Hourly at $150 to $400 per hour, or a fixed fee typically $1,000 to $10,000 depending on the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022859","versionId":1022859,"submittedOn":"2026-03-20","documentName":"INFINITY ADVISORY GROUP FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:24:52.717257+00:00","documents":[{"name":"INFINITY ADVISORY GROUP FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022859","versionId":1022859,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":128916906}],"custodyNote":"Infinity Advisory Group does not have custody of client assets.","leadership":[{"name":"Benjamin Taylor","title":"Chief Compliance Officer, Partner","crd":"6166496"},{"name":"Ginny Dell","title":"Managing Partner","crd":"5591813"},{"name":"Ryan Snyder","title":"Partner","crd":"5743744"}],"ownership":[{"label":"Ginny Dell","detail":"Managing partner in the 50% to 75% ownership band and a control person, since January 2023."},{"label":"Ryan Snyder","detail":"Partner in the 10% to 25% ownership band and a control person, since January 2023."},{"label":"Benjamin Taylor","detail":"Chief compliance officer, partner in the 10% to 25% ownership band and a control person, since January 2023."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"8105 Valleywood Lane, Suite A","city":"Portage","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"269-888-2301","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":90},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":1,"detail":"Brokered CDS"}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/324723/PDF/324723.pdf","brochureDate":"20 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022859","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Infinity Advisory Group have?","answer":"Infinity Advisory Group has 208 clients and manages $129 million for them, as of March 2026. They include 174 individual clients and 34 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Infinity Advisory Group offer?","answer":"Infinity Advisory Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Infinity Advisory Group charge?","answer":"Infinity Advisory Group charges 0.50%–1.25% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"INFINITY ADVISORY GROUP FORM ADV PART 2, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Infinity Advisory Group use?","answer":"Infinity Advisory Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $129M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Infinity Advisory Group have?","answer":"Infinity Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Infinity Advisory Group invest in?","answer":"At the end of its last fiscal year, Infinity Advisory Group’s separately managed accounts held 90% exchange-traded equities, 3% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Brokered CDS.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Infinity Advisory Group?","answer":"Infinity Advisory Group’s direct owners are Ginny Dell (50% to 75%), Ryan Snyder (10% to 25%) and Benjamin Taylor (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Infinity Advisory Group get paid?","answer":"Infinity Advisory Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Infinity Advisory Group registered with the SEC?","answer":"Yes, Infinity Advisory Group has been registered with the SEC as an investment adviser since 18 April 2025. Its CRD number is 324723 and its SEC file number is 801-132463.","source":"Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Infinity Advisory Group?","answer":"Infinity Advisory Group’s main office is at 8105 Valleywood Lane, Suite A, Portage, MI 49024. Its phone number is 269-888-2301. Its website is infinity-advisory.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}