HUNTSVILLE, ALCRD 332590Registration Status: ApprovedEffective since June 18, 2026Latest ADV July 29, 2026
Infinity Tax & Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntsville, AL. Its latest Form ADV filing, dated July 29, 2026, reports $100M in regulatory assets under management, 6 employees, 1 office, and 658 accounts.
Assets Under Management
$100M
Employees
6
Offices
1 office
Total Clients
332
Primary office
HUNTSVILLE, AL
200 CLINTON AVE WEST, SUITE 701, HUNTSVILLE, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
299
2
HNWI
9.6%
32
3
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of July 29, 2026
Discretionary85.6%
$86M
86% of total RAUM85.6%
Non-discretionary14.4%
$14M
14% of total RAUM14.4%
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$100M
Total Accounts658
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee55:1
10Y Employee Change-3 (-33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.