Infinity Investment Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Infinity Investment Advisors reports 332 clients. They include 299 individual clients, 32 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 85.6% ($85.6M across 483 accounts) are managed with discretion; $14.4M across 175 accounts are not. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 49% |
| High-net-worth individuals | 10% | 51% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 299 | $49.1M | 49.0% | $164K |
| High-net-worth individuals | 32 | $50.9M | 50.9% | $1.59M |
| Pension and profit-sharing plans | Fewer than 5 | $74.8K | 0.1% | $74.8K |
| Total | 332 | $100M | 100% | — |
- Clients
- 299
- Regulatory AUM
- $49.1M
- AUM share
- 49.0%
- Avg. per client
- $164K
- Clients
- 32
- Regulatory AUM
- $50.9M
- AUM share
- 50.9%
- Avg. per client
- $1.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $74.8K
- AUM share
- 0.1%
- Avg. per client
- $74.8K
Total
- Clients
- 332
- Regulatory AUM
- $100M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Infinity Investment Advisors charges 1.50% a year for its Portfolio management fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a negotiated fixed fee of $250 to $5,000 for creating a plan, or an hourly fee of $150 to $500.
Infinity Accounting and Tax owns 75% or more of Infinity Investment Advisors. The leadership team of Infinity Investment Advisors includes Chief Compliance Officer Andrew Zorovich. It has 6 employees, 4 of them in advisory roles.
Leadership
Andrew ZorovichManaging Member and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 6 insurance agents
- Owns 75% or more of Infinity Investment Advisors LLC
Infinity Accounting and Tax
Control person · since July 2024
- Owns 75% or more of Infinity Investment Advisors LLC
Infinity Accounting and Tax Services, Inc
Control person · since July 2024
- Owns 75% or more of Infinity Accounting and Tax Services, Inc
Andrew Zorovich
Control person · since September 2006
Besides its headquarters, Infinity Investment Advisors has 1 office, with 2 listed addresses in Alabama and Florida.
Alabama · 1 listed address
- 200 Clinton Ave West, Suite 701, HuntsvilleHQ
Florida · 1 listed address
- 10575 68th Ave N, Seminole
Contact and registration details
- Legal name
- Infinity Investment Advisors LLC
- Headquarters
- 200 Clinton Ave West, Suite 701, Huntsville, AL 35801
- Website
- infinitytaxandfinancial.com
- Phone
- 256-527-4214
- SEC file
- 801-136537
- Structure
- Alabama LLC
- Fiscal year end
- December
Infinity Investment Advisors uses Charles Schwab ($69.9M, 84%), Axos Clearing ($6.81M, 8%) and Fidelity ($6.52M, 8%) as custodians for its separately managed accounts. Infinity Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $69.9M84%
- Axos ClearingAxos Clearing LLC · Omaha, NE · $6.81M8%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $6.52M8%
At year end, Infinity Investment Advisors’ separately managed accounts were mostly in funds (75%) and stocks (25%).
What the accounts hold
- Stocks25%
- Exchange-traded equities24%
- Non-exchange-traded equities1%
- Funds75%
- Bonds1%
- Cash1%
How many clients does Infinity Investment Advisors have?
Infinity Investment Advisors has 332 clients and manages $100 million for them, as of July 2026. They include 299 individual clients, 32 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Infinity Investment Advisors offer?
Infinity Investment Advisors 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
How much does Infinity Investment Advisors charge?
Infinity Investment Advisors charges 1.50% a year for its Portfolio management fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A- INFINITY TAX & FINANCIAL PLANNING, filed 6 October 2026
Which custodians does Infinity Investment Advisors use?
Infinity Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $69.9M, Axos Clearing LLC (Omaha, NE), with $6.81M and Fidelity Brokerage Services LLC (Smithfield, RI), with $6.52M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Infinity Investment Advisors have?
Infinity Investment Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 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
What does Infinity Investment Advisors invest in?
At the end of its last fiscal year, Infinity Investment Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Infinity Investment Advisors?
Infinity Investment Advisors is owned through a holding company by Andrew Zorovich. Its direct owners are Infinity Accounting and Tax (75% or more) and Infinity Accounting and Tax Services, Inc (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Infinity Investment Advisors get paid?
Infinity Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Infinity Investment Advisors?
Infinity Investment Advisors’ main office is at 200 Clinton Ave West, Suite 701, Huntsville, AL 35801. Its phone number is 256-527-4214. Its website is infinitytaxandfinancial.com.