RIA Intel›Advisers›Wyoming›AFINITIV LLC

AFINITIV LLC

Advisory

N·SHERIDAN, WY

Data as of Sep 30, 2025 · Source: SEC Form ADV

Total AUM

$271K

1-Year AUM Growth

+34.5%

3-Year CAGR

-18.0%

Employees

1

Assets Under Management

Total AUM$271K

Discretionary AUM$150K

Non-Discretionary AUM$121K

Discretionary %55.5%

Total Clients15

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record11

First FilingNov 6, 2019

Latest FilingSep 30, 2025

🔒 Full AUM trend chart and 11 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AFINITIV LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.