# Infinity Financial Services Advisory

Infinity Financial Services Advisory is a Bank / Wealth / Trust based in Oakland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oakland, United States
- **Region:** North America
- **Address:** Oakland, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** infinitysecurities.com
- **LinkedIn:** https://www.linkedin.com/company/116610

## Regulatory record

- **CRD number:** 304981
- **SEC file number:** 801-117719
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304981

## About

Infinity Financial Services Advisory was established in 2018 and operates from Oakland, California. The firm structured itself as a registered investment advisor, a designation that imposes a fiduciary duty to place client interests ahead of the firm's own — a deliberate departure from the suitability standard governing broker-dealers. The firm serves individuals, high-net-worth individuals, and charitable organizations, a client mix that points toward comprehensive wealth management rather than single-product distribution. The firm's service model spans investment management, financial planning, and portfolio management. The inclusion of charitable organizations implies the firm handles endowment-style portfolios that require spending-policy analysis alongside standard asset allocation. The Bay Area location places the firm in a dense market for technology-sector wealth, though no publicly available record confirms sector concentrations or specific portfolio holdings. Infinity Financial Services Advisory remains a small practice without disclosed headcount, additional offices, or named principals. The firm operates under the Infinity Securities domain, though the corporate relationship between Infinity Financial Services Advisory and Infinity Securities is not clarified in public records. In September 2023, the broader RIA channel reached an SEC-registered count exceeding 15,000 firms nationally, with California hosting the densest concentration — Infinity competes within that ecosystem as a 2018-vintage entrant (per Investment Adviser Association, 2023). Structurally, the firm's choice of fee-only or fee-based compensation is not publicly confirmed, but its 2018 formation coincides with a post-2016 wave of breakaway brokers and independent RIAs who built practices under the fiduciary standard. The absence of a disclosed external custodian, succession plan, or partnership structure limits full structural assessment.

## Sectors

- Wealth Management

## Questions

### What is Infinity Financial Services Advisory's regulatory structure?

The firm operates as a registered investment advisor. This means Infinity Financial Services Advisory is subject to the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients, requiring it to act in their best interests. This structure differs from a broker-dealer model, which operates under a less stringent suitability standard.

### Where does Infinity Financial Services Advisory operate?

The firm's headquarters is in Oakland, California. This Bay Area placement situates it in one of the country's most competitive wealth management markets, with a high density of technology-sector wealth and a large population of accredited investors. No additional office locations have been publicly identified.

### What is the relationship between Infinity Financial Services Advisory and Infinity Securities?

The firm's website domain is infinitysecurities.com, but the Altss research record identifies the operating entity as Infinity Financial Services Advisory. Public records do not clarify whether Infinity Securities is a parent company, a related broker-dealer entity, or a legacy brand name. This ambiguity is common among small advisory practices that use distinct trade names from their legal entity filings.

## Related profiles

- [Infinity Capital Investments](https://altss.com/profile/infinity-capital-investments)
- [Infirmary Health System Pension Plan](https://altss.com/profile/infirmary-health-system-pension-plan)

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Last updated: 2026-08-11T02:43:31.692Z

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