Infinite Giving Advisory Services, Inc.
- Regulatory AUM
- $113M
- Discretionary
- $113M
- Clients
- 211
- Avg AUM / client
- $535K
- Accounts
- 364
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 211 | $113M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Radman, Seth, Alan | Co Founder & Chief Technology Officer | Aug 2021 (5y) | 10% – 25% | |
| Karen Christine Houghton | Founder, Ceo, & Chief Compliance Officer | Sep 2021 (5y) | 50% – 75% | |
| Kasey Marie Hardin | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 05/29/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Apex Clearing $113M (100% of AUM) May 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: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗