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 an institutional registered investment adviser that provides portfolio management services to business and other institutional clients. The firm is organized as a corporation and is SEC-registered (registration year listed as 2025). Its client base is institutional, it charges fees as a percentage of assets under management, and it identifies as an active ESG investor. The adviser does not operate as a capital allocator to external managers and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

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

    Karen Houghton

    CEO and FounderCRD 7411463

Contacts

2 of 2
  • Kasey Hardin

    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