Data / Investment advisers / Alabama / Infinity Tax & Financial Planning
Infinity Tax & Financial Planning, Huntsville, AL: $100 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Infinity Tax & Financial Planning is an SEC registered investment adviser with its main office in Huntsville, Alabama and reports $100 million in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332590
- SEC file number
- 801-136537
- SEC status
- Approved, effective June 18, 2026
- Legal name
- Infinity Investment Advisors LLC
- Main office
- 200 Clinton Ave West Suite 701, Huntsville, AL 35801
- Phone
- (256) 527-4214
- Regulatory AUM
- $100,020,965 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $85,618,638
- Non discretionary AUM
- $14,402,327
- Accounts
- 658
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 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 |
|---|---|---|
| High net worth individuals | 32 | $50.9 million |
| Individuals (other than high net worth individuals) | 299 | $49.1 million |
| Pension and profit sharing plans | 1 | $74,805 |
Other advisers in Alabama
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BHK Securities, LLC | Birmingham | $128.4 million | Not listed | adviserinfo.sec.gov |
| Aragon Capital, LLC | Homewood | $112.1 million | Not listed | adviserinfo.sec.gov |
| PMD Advisory | Hoover | $111.6 million | Not listed | adviserinfo.sec.gov |
| Brighthaven Financial Advisors | Huntsville | $106.6 million | Not listed | adviserinfo.sec.gov |
| Abacus Investments LLC | Birmingham | $105.9 million | 1 | adviserinfo.sec.gov |
| McKinney Capital, LLC | Birmingham | $91 million | 1 | adviserinfo.sec.gov |
| Oneascent Capital | Birmingham | $55.6 million | 2 | adviserinfo.sec.gov |
| Collective Capital Ventures | Auburn | Not listed | 55 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Infinity Tax & Financial Planning on the SEC's adviser search
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.