INFINITE GIVING ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 2025
Total AUM
$113M
Discretionary
$113M
100% of AUM
Avg account
$310K
Accounts
364
Employees
10
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
315935
Registered since
December 4, 2025
Custodians
APEX CLEARING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Infinite Giving Advisory Services, Inc. is a corporate advisory firm focused on portfolio management for business and institutional clients. The firm registered with the SEC in 2025 and operates under a percentage-of-AUM fee model. Its client profile is institutional, and its filings flag the firm as an active ESG investor. The firm is not identified as a capital allocator, pension consultant, or related adviser in the materials provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, US Government Bonds 31%, Cash & Cash Equivalents 30%39%
  • Public Funds/Mutual Funds39%
  • US Government Bonds31%
  • Cash & Cash Equivalents30%

Owners & executives

1 of 1
  • Karen Houghton

    CEO and FounderCRD 7411463

Contacts

2 of 2
  • Kasey Hardin

    Head of Growth MarketingCRD 8116433

  • William Hendrickson

    CRD 8226728

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3423 Piedmont Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth