SourcingSourcing

ADVISIFI LLC

C39
CRD 332477·SEC 801-130953·ST PETERSBURG, FL
AUM
$1.8M
<$25M
Est. Revenue
$18K
@ 1% on AUM
Est. EBITDA
$5K
@ 30% margin
Est. Deal Value
$44K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVISIFI LLC
CRD
332477
SEC file #
801-130953
EIN
—
DBA names
—

Economics

AUM
$1.8M
AUM band
<$25M
AUM trajectory
'25'26
$1.8M → $1.8M▲ +4%
Client mix
Individuals Other133
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ST PETERSBURG FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
advisifi.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVESTIFI INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
INVESTIFI INC.
COLLIER, DEANNA, MARIE-CANTRELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
DEANNA MARIE-CANTRELL COLLIER
Executive Officer · 2.5%
3025488
Craig Wylie Pinkston
Executive Officer · 2.5%
2886020
HOLMES, ALI
Executive Officer · 2.5%
7999732
JOE CHUNG
IAR
2428230