{"url":"https://nivawealth.com/firms/infinity-investment-advisors-332590","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332590","regulatoryAum":100020965,"crd":"332590","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7744572","suffix":null,"lastName":"Bezouska","firstName":"Jachym","middleName":null},{"crd":"7397272","suffix":null,"lastName":"Carroll","firstName":"Parker","middleName":"Lee"},{"crd":"4580991","suffix":null,"lastName":"MCAVADDY","firstName":"JEFFREY","middleName":"JAMES"},{"crd":"2753501","suffix":null,"lastName":"ZOROVICH","firstName":"ANDREW","middleName":"LAWRENCE"}],"total":4,"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"},"secFileNumber":"801-136537","legalName":"Infinity Investment Advisors LLC","displayName":"Infinity Investment Advisors","slug":"infinity-investment-advisors-332590","website":"https://infinitytaxandfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/infinity-tax-&-financial-planning","founded":null,"organization":"Alabama limited liability company","fiscalYearEnd":"December","headquarters":{"street":"200 Clinton Ave West, Suite 701","city":"Huntsville","state":"AL","stateName":"Alabama","country":"United States","postalCode":"35801"},"tradeNames":[],"registration":{"secApproved":"18 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":301952.1450151057,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":6,"promoters":0},"aum":{"regulatory":100020965,"discretionary":85618638,"discretionaryAccounts":483,"nonDiscretionary":14402327,"nonDiscretionaryAccounts":175,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":7},"clientTypes":[{"label":"Individuals (other than HNW)","clients":299,"regulatoryAum":49051254},{"label":"High-net-worth individuals","clients":32,"regulatoryAum":50894906},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":74805}],"feePrograms":[{"role":"main","program":"Portfolio management fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060300","versionId":1060300,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-06","documentName":"FORM ADV PART 2A- INFINITY TAX & FINANCIAL PLANNING","fee_rate_low":1.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Financial planning is a negotiated fixed fee of $250 to $5,000 for creating a plan, or an hourly fee of $150 to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060300","versionId":1060300,"submittedOn":"2026-10-06","documentName":"FORM ADV PART 2A- INFINITY TAX & FINANCIAL PLANNING"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:49:41.318627+00:00","documents":[{"name":"FORM ADV PART 2A- INFINITY TAX & FINANCIAL PLANNING","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060300","versionId":1060300,"submittedOn":"2026-10-06"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":69912107},{"name":"Axos Clearing LLC","shortName":"Axos Clearing","location":"Omaha, NE","smaAssets":6806516},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":6521000}],"custodyNote":"Infinity Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Andrew Zorovich","title":"Managing Member and Chief Compliance Officer","crd":"2753501"}],"ownership":[{"label":"Infinity Accounting and Tax","detail":"Owner in the 75% or more ownership band and a control person, since July 2024."},{"label":"Infinity Accounting and Tax Services, Inc","detail":"Owner in the 75% or more ownership band and a control person, since July 2024."},{"label":"Andrew Zorovich","detail":"Indirect owner: a managing director of Infinity Accounting and Tax Services, Inc in the 75% or more band and a control person, since September 2006.","parent":"Infinity Accounting and Tax Services, Inc"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Alabama","offices":1,"addresses":[{"street":"200 Clinton Ave West, Suite 701","city":"Huntsville","headquarters":true}]},{"state":"Florida","offices":1,"addresses":[{"street":"10575 68th Ave N","city":"Seminole"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"256-527-4214","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"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":24},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":75},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"29 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332590/PDF/332590.pdf","brochureDate":"6 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060300","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 Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Infinity Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Infinity Investment Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Infinity Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Infinity Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Infinity Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Infinity Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Infinity Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Infinity Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 July 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."}