Data / Investment advisers / California / Infinity Financial Services Advisory
Infinity Financial Services Advisory, Oakland, CA: $174 million AUM, SEC registered investment adviser
Infinity Financial Services Advisory is an SEC registered investment adviser with its main office in Oakland, California and reports $174 million in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 304981
- SEC file number
- 801-117719
- SEC status
- Approved, effective December 5, 2019
- Legal name
- Gilbert Greg RIA, LLC
- Main office
- 212 9th Street Suite 202, Oakland, CA 94607
- Phone
- (510) 588-8000
- Website
- infinitysecurities.com
- Regulatory AUM
- $173,954,611 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $173,954,611
- Accounts
- 839
- Employees
- 35, of which 35 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 34
- Form ADV Item 11 disclosures
- Reported: criminal actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- May 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 612 | $115.1 million |
| High net worth individuals | 30 | $52.5 million |
| Corporations or other businesses | 15 | $6.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $174 million | March 31, 2026 |
| December 1, 2025 | $150.1 million | March 28, 2025 |
Other advisers in Oakland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Carbon Collective Investing, LLC | Oakland | $348.4 million | Not listed | adviserinfo.sec.gov |
| Granite Capital | Oakland | $314.6 million | Not listed | adviserinfo.sec.gov |
| Illumen Capital Management, LLC | Oakland | $294.9 million | 6 | adviserinfo.sec.gov |
| Authentic Ventures Investment Manager, LLC | Oakland | $201.2 million | 14 | adviserinfo.sec.gov |
| Falcon Bridge Capital | Oakland | $192.7 million | 2 | adviserinfo.sec.gov |
| Brooker Wealth Management | Oakland | $136.4 million | Not listed | adviserinfo.sec.gov |
| Candide Group | Oakland | $123.6 million | Not listed | adviserinfo.sec.gov |
| Contango Wealth Management LLC | Oakland | $122.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oakland, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Infinity Financial Services Advisory on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.