Indfin LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 27, 2026, reports $128M in regulatory assets under management, 1 employee, and 177 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.3% of total clients.
Top client categories% of clientsClients
1
HNWI
67.3%
37
2
Individuals
32.7%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of January 27, 2026
Discretionary88.8%
$114M
89% of total RAUM88.8%
Non-discretionary11.2%
$14M
11% of total RAUM11.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$128M
Total Accounts177
10Y AUM Change+$18M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.