ST PETERSBURG, FLCRD 332477Latest ADV March 31, 2026
Advisifi LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Petersburg, FL. Its latest Form ADV filing, dated March 31, 2026, reports $2M in regulatory assets under management, 6 employees, 3 offices, and 134 accounts.
Assets Under Management
$2M
Employees
6
Offices
3 offices
Total Clients
134
Primary office
ST PETERSBURG, FL
136 4TH STREET NORTH, SUITE 201, ST PETERSBURG, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
133
2
Corporations
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2Mas of March 31, 2026
Discretionary100.0%
$2M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2M
Total Accounts134
10Y AUM Change+$2M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change+5 (+500.0%)
* 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.