A complete list of active advisors currently associated with Infiniti Capital Management, LLC

Warmer can help you find a great advisor at Infiniti Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Infiniti Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.