SHERIDAN, WYCRD 305672Latest ADV September 28, 2025
Afinitiv LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sheridan, WY. Its latest Form ADV filing, dated September 28, 2025, reports $270,831 in regulatory assets under management, 2 employees, and 7 accounts.
Assets Under Management
$271K
Employees
2
Offices
--
Total Clients
15
Primary office
SHERIDAN, WY
30 NORTH GOULD STREET, SUITE R, SHERIDAN, WY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
12
2
Pension Plans
13.3%
2
3
Charitable
6.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Kas of September 28, 2025
Discretionary55.5%
$150K
55% of total RAUM55.5%
Non-discretionary44.5%
$121K
45% of total RAUM44.5%
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.
Total AUM$271K
Total Accounts7
10Y AUM Change+$271K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee8:1
10Y Employee Change+1 (+100.0%)
* 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.