Fee-only adviser · Sheridan, WY
Afinitiv LLC
Afinitiv LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sheridan, Wyoming. On its latest Form ADV, filed September 24, 2026, it reports $354K in regulatory assets under management, 7 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 305672 · SEC file 801-117750 |
| Office | 30 North Gould Street Suite R Sheridan, WY 82801 |
| Phone | +61404730453 |
| Website | afinitiv.com |
| Regulatory assets under management | $354K ($151K discretionary) |
| Individual clients | 7 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sheridan
- Harfst and Associates, Inc. $783M
- Elevate Wealth Management $320M
- Cypress Capital Management, LLC $122M
- Frontier Asset Management, LLC $5.5B
- Nemo Capital $1.6M
- Alisio Capital Partners LLC Not reported
See all 7 fee-only advisers in Sheridan →
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