Infiniti Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Infiniti Capital Management is a small, owner‑operated registered investment adviser that concentrates on pooled and institutional mandates while also offering discretionary and non‑discretionary portfolio management. The firm provides financial planning and consulting, recommends and monitors third‑party investment advisers through co‑advisor arrangements, and delivers services via several LPL Financial–sponsored advisory programs.
The firm constructs customized portfolios using proprietary model portfolios or third‑party managers and conducts periodic reviews and annual client meetings to monitor performance and manager selection. Its compensation arrangements include percentage‑of‑AUM advisory fees and, less commonly for this peer group, the use of hourly fees for certain planning and consulting engagements.
Notable distinctions include the firm’s multiple industry affiliations: it and its principals are affiliated with a broker‑dealer platform, operate as a licensed insurance agency, and maintain real estate and mortgage brokerage activities, all of which the brochure discloses as potential sources of additional compensation and conflicts of interest the firm seeks to mitigate. The brochure also notes that the firm reported no assets under management as of the filing date and that it relies on LPL for custody and program platforms, making its combination of adviser‑selection services and diversified non‑advisory business activities atypical for investment managers.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $2,000 to $5,000 depending on complexity.
$0+: Negotiable up to 3.00% annually for portfolio management services $25,000+: Up to 2.95% annually for Manager Access Select program $1,000+: Up to 2.5% annually for Optimum Market Portfolios program (OMP) $250,000+: Up to 2.95% annually for Personal Wealth Portfolios program (PWP) $10,000+: Up to 2.95% annually for Model Wealth Portfolios program (MWP) $5,000+: Up to 1.35% annually for Guided Wealth Portfolios (GWP)
Securities sales through LPL Financial registered representatives may incur commissions separate from advisory fees.
Hourly financial planning fees between $300 and $500 per hour, minimum two hours per engagement.
Account minimum: $50,000 Fee-only: Fixed fee $2,000 to $5,000; Hourly fee $300 to $500 per hour (minimum 2 hours)
Main office
40 Wall Street, 28th Floor
New York NY 10005
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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