DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
I••••••• G••••• A••••••• S•••••••• I•••
Latest filing May 29, 2026
First filing on the tape Aug 31, 2021 · 11 filings
SEC status approved since Dec 4, 2025
RAUM
$113M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$56.4M
derived; firm RAUM over IAPD count
Employees
10
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$113M as of May 29, 2026
Nov 10, 2025$100M then
HNW client RAUM$0 as of May 29, 2026
Nov 10, 2025$0 then
State-registered IARs (5.B.3)3 as of May 29, 2026
Nov 10, 20252 then
Employees (5.A)10 as of May 29, 2026
Nov 10, 202510 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $56.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $309,931derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$113M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 211reported
- Accounts
- 364reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| K•••• C•••••••• H••••••• | Atlanta, Ga | Oct 13, 2021 | 13 y | 0 |
| K•••• M•••• H••••• | Atlanta, Ga | Nov 13, 2025 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••••• K••••• C•••••••• · Founder, Ceo, & Chief Compliance Officercontrolsince 09/2021 · owns 50% to 75%
- R•••••• S•••• A••• · Co-Founder & Chief Technology Officersince 08/2021 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 175 to 364Nov 10, 2025 to Mar 10, 2026
- Advisory employees · 2 to 6Nov 10, 2025 to Mar 10, 2026
- Charity clients · 301 to 211Nov 10, 2025 to Mar 10, 2026
- State-registered IARs · 2 to 3Nov 10, 2025 to Mar 10, 2026
- Discretionary RAUM · $100M to $113MNov 10, 2025 to Mar 10, 2026
- RAUM · $100M to $113MNov 10, 2025 to Mar 10, 2026
- Accounts · 4 to 175Jan 6, 2022 to Nov 10, 2025
- Advisory employees · 1 to 2Jan 6, 2022 to Nov 10, 2025
- Business name · I••••••• G••••• to I••••••• G••••• A••••••• S•••••••• I•••Jan 6, 2022 to Nov 10, 2025
- Charity clients · 4 to 301Jan 6, 2022 to Nov 10, 2025
- Employees · 2 to 10Jan 6, 2022 to Nov 10, 2025
- Financial planning clients · unset to Jan 6, 2022 to Nov 10, 2025
- State-registered IARs · 1 to 2Jan 6, 2022 to Nov 10, 2025
- Legal name · I••••••• G••••• LLC to I••••••• G••••• A••••••• S•••••••• I•••Jan 6, 2022 to Nov 10, 2025
- Organization form · Limited Liability Company to CorporationJan 6, 2022 to Nov 10, 2025
- Discretionary RAUM · $382,773 to $100MJan 6, 2022 to Nov 10, 2025
- RAUM · $382,773 to $100MJan 6, 2022 to Nov 10, 2025
- Accounts · 0 to 4Oct 29, 2021 to Dec 8, 2021
- Charity clients · 0 to 4Oct 29, 2021 to Dec 8, 2021
- Discretionary RAUM · $0 to $382,773Oct 29, 2021 to Dec 8, 2021
- RAUM · $0 to $382,773Oct 29, 2021 to Dec 8, 2021
Signals
1 dated events
- I••••••• G••••• filed its initial SEC registration (Form ADV)Aug 31, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/infinite-givingreportedpublic record, Form ADV, Sep 19, 2026
- Website
- infinitegiving.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (888) 926-4483reportedpublic record, Form ADV, May 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $56.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026