Advisifi Llc
- Regulatory AUM
- $1.8M
- Discretionary
- $1.8M
- Clients
- 134
- Avg AUM / client
- $13.7K
- Accounts
- 134
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $752K | 41.1% |
| Corporations and other businesses | 1 | $1.1M | 58.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sarreshteh, Kian, Samuel | Chief Executive Officer | Jan 2022 (5y) | ≈ 37.5% – 75% via Investifi Inc. | |
| Brewster, Richard, Anthony | Chief Executive Officer And Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Collier, Deanna, Marie Cantrell | Svp Of Operations & Compliance | Sep 2024 (2y) | Less than 5% | |
| Holmes, Ali | Controller | Sep 2024 (2y) | Less than 5% | |
| Joe Chung | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Investifi Inc. | Sole Member | Jun 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sarreshteh, Kian, Samuel: 50% – 75% of Investifi Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • INDIRECT COMPENSATION THROUGH PARENT COMPANY
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Rqd* Clearing, Llc $1.8M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗