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Afinitiv LLC

● SEC registered since 2019CRD 305672SEC# 801-117750Sheridan, WY
Export (members)
Reg. AUM
$354K
Employees
2
Accounts
9
Location
Sheridan, WY

About Afinitiv

Afinitiv is an SEC-registered investment advisor that matches clients to AI-composed, advisor-approved portfolios based on risk and circumstances. Accounts are opened with Interactive Brokers custody after the matching process.
Summary based on the firm’s website.

Afinitiv LLC assets under management

Afinitiv LLC is an SEC-registered investment adviser based in Sheridan, WY. The firm has been registered since 2019. It reports $353,774 in regulatory assets under management and employs 2 people.

Afinitiv LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard MacRae Gordon ControlFounderUnder 5%2019
Tristan Arnold Alfred BoydCcoUnder 5%2019

Frequently asked questions

How much does Afinitiv LLC manage?

Afinitiv LLC reports $353,774 in regulatory assets under management on its Form ADV.

How many employees does Afinitiv LLC have?

Afinitiv LLC reports 2 employees.

Where is Afinitiv LLC located?

Afinitiv LLC is based in Sheridan, WY and has been SEC-registered since 2019.

Does Afinitiv LLC disclose fund performance?

Afinitiv LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 North Gould Street, Suite R, Sheridan, WY 82801
Phone+61404730453
Office hours24/7
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$354K▲ 31%
Sep '25 — $271KOct '25 — $271KNov '25 — $271KDec '25 — $271KJan '26 — $271KFeb '26 — $271KMar '26 — $271KApr '26 — $271KMay '26 — $271KJun '26 — $271KJul '26 — $271KAug '26 — $271KSep '26 — $354K
Sep '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers

Assets under management

$354Kregulatory AUM
Discretionary $151KNon-discretionary $203K