SourcingSourcing

INFINITY ADVISORY GROUP, LLC

C44
CRD 324723·SEC 801-132463·PORTAGE, MI
AUM
$128.9M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$387K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INFINITY ADVISORY GROUP, LLC
CRD
324723
SEC file #
801-132463
EIN
—
DBA names
Infinity Advisory Group

Economics

AUM
$128.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$102.7M → $128.9M▲ +26%
Client mix
Individuals Other174
Individuals High Net Worth34

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
PORTAGE MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
infinity-advisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DELL, GINNY, SUE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DELL, GINNY, SUE
SNYDER, RYAN, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INFINITY-ADVISORY.COM
Rdap Domain Creation Date
2016-03-15T19:50:41Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2896
Soi Zip Pct 200k Plus
0.0766
Soi Zip Returns 200k Plus
1,150
Soi Zip Total AGI
1,387,214
Fdic Zip Total Deposits
12,112,129,000
Fdic Zip Branch Count
252
Fdic Zip Top Banks
First National Bank of Michigan
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
Standard Federal BankPortage, MI
Republic BankPortage, MI
Fdic Zip HHI
685.06
Fdic Zip Top Bank Share Pct
12.98
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-15T19:50:41Z
Rdap Domain Last Changed
2026-03-16T18:02:14Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI43,692
Returns3,730
Stub 2
AGI110,719
Returns2,970
Stub 3
AGI144,337
Returns2,330
Soi Zip Total Business Income
40,800
Soi Zip Total Cap Gains
49,530
Soi Zip Total Dividends
31,555
Soi Zip Total Returns
15,020
Top Owner CRD
5591813
Trust Company Affiliate
No

People (3)

3
DELL, GINNY, SUE
IAR · Direct Owner · 62.5%
5591813
SNYDER, RYAN, J
IAR · Direct Owner · 17.5%
5743744
TAYLOR, BENJAMIN, LORAIN
IAR · Direct Owner · 17.5%
6166496