INFINITY ADVISORY GROUP

Overview

Infinity Advisory Group is an independent, owner-operated Registered Investment Adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and families. The firm acts as a capital allocator: it constructs and manages equity-heavy portfolios directly while selecting third‑party managers and funds where specialist exposure is appropriate. Investment practice centers on exchange‑traded equities, delivered through discretionary separate accounts and brokerage platforms, with supplemental exposures to mutual funds and selected external real‑estate managers. The firm also provides insurance brokerage and runs educational workshops, and charges clients both a percentage of assets under management and hourly fees. Infinity Advisory Group is not an ESG-driven investor and operates under a single-state registration approach. Its advisory activity explicitly includes selection of other advisers, indicating the team places a material portion of client capital into outsourced strategies and external alternative managers when they seek exposure the firm does not run in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices