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.
SEC-registered adviser
Infinity Advisory Group
Legal name Infinity Advisory Group, LLC
Latest filing Mar 20, 2026
First filing on the tape Apr 1, 2025 · 2 filings
SEC status approved since Apr 18, 2025
RAUM
$129M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$129M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$43.0M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$129M as of Mar 20, 2026
Apr 1, 2025$103M then
HNW client RAUM$54.8M as of Mar 20, 2026
Apr 1, 2025$33.2M then
State-registered IARs (5.B.3)3 as of Mar 20, 2026
Apr 1, 20253 then
Employees (5.A)5 as of Mar 20, 2026
Apr 1, 20254 then
Private funds: no history
RAUM +26% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $43.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 69derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $241,870derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.0%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 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
- is an insurance broker or agent (6.A.6)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$74.1M57%
- High-net-worth individuals$54.8M43%
- Individual clients
- 174reported
- HNW clients
- 34reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 533reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ginny Sue Dell | Portage, Mi | Feb 23, 2023 | 15 y | 2 |
| Ryan J Snyder | Portage, Mi | Feb 23, 2023 | 15 y | 3 |
| Benjamin Lorain Taylor | Portage, Mi | Feb 23, 2023 | 13 y | 3 |
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
- Andrew Michael Hamilton to Creative PlanningApr 21, 2023 · RIA to RIA
Joined, latest
- Andrew Michael Hamilton from Advisory Services NetworkFeb 23, 2023 · RIA to RIA
- Ginny Sue Dell from Advisory Services NetworkFeb 23, 2023 · RIA to RIA
- Ryan J Snyder from Advisory Services NetworkFeb 23, 2023 · RIA to RIA
- Benjamin Lorain Taylor from Advisory Services NetworkFeb 23, 2023 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Advisory Services NetworkJun 29, 2023 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J Ryan Snyder · Partner Officer, Partnercontrolsince 01/2023 · 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 |
|---|---|---|---|---|---|
| Portage, Mi · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 532 to 533Apr 1, 2025 to Mar 20, 2026
- HNW clients · 24 to 34Apr 1, 2025 to Mar 20, 2026
- Individual clients · 178 to 174Apr 1, 2025 to Mar 20, 2026
- Employees · 4 to 5Apr 1, 2025 to Mar 20, 2026
- Discretionary RAUM · $103M to $129MApr 1, 2025 to Mar 20, 2026
- HNW RAUM · $33.2M to $54.8MApr 1, 2025 to Mar 20, 2026
- Individual RAUM · $69.5M to $74.1MApr 1, 2025 to Mar 20, 2026
- RAUM · $103M to $129MApr 1, 2025 to Mar 20, 2026
Signals
2 dated events
- 3 advisors left Advisory Services Network (Atlanta, GA) for Infinity Advisory Group on the same dayJun 29, 2023 · Team lift-out · derived
- Andrew Michael Hamilton left Infinity Advisory Group for Creative Planning (registered 2023-04-26)Apr 21, 2023 · Advisor changed firm · 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
- Business email
- info@infinity-advisory.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- twalton@infinity-advisory.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 269-888-2301reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 269-888-2302reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- infinity-advisory.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 269-888-2301reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- infinity-advisory.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- infinity-advisory.com/our-teamreportedpublished by the firm, firm site, Sep 16, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $43.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026