INFINITY CREDIT ADVISORY, LLC

RIASEC RegisteredEst. 2024
Total AUM
$53.5M
Discretionary
$53.5M
100% of AUM
Avg account
$53.5M
Accounts
1
Employees
1
Advisory reps
7

Firm details

Headquarters
Atlanta, Georgia
CRD number
331652
Registered since
September 11, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Infinity Credit Advisory, LLC is an SEC-registered adviser that focuses on managing pooled investment vehicles, operating as an adviser and sponsor with a role as general partner and managing member of at least one securitized asset fund. The firm’s client base is institutional and its business model centers on portfolio management for pooled vehicles rather than traditional retail advisory. Registered in 2024, Infinity Credit Advisory structures fees across percentage of AUM, fixed fees and performance-based fees, and does not position itself as an active ESG investor. Operationally, the firm appears built around a single pooled product and takes a hands-on sponsor/GP role. It is classified as a securitized asset fund rather than a broad capital allocator, which suggests investment activity is concentrated within that vehicle’s mandate and balance sheet rather than a distributed multi-manager platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MILTON WILLIAMS

    Chief Marketing Officer & PartnerCRD 2868134

  • GREGORY JONES

    Partner, Chief Investment OfficerCRD 2653963

  • RICHARD JARRELL

    Chief Business Development OfficerCRD 2308746

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Contacts

3 of 3
  • DALY LAUBACH

    Head of Transaction ManagementCRD 2988033

  • BENJAMIN EASTERLIN V

    Executive Manager DirectorCRD 7930271

  • MARVIN BARGE

    Investment Adviser RepresentativeCRD 4866470

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3280 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth