firm profile

Afinitiv LLC

RIA Sheridan, WY CRD 305672 Last verified October 2026

Overview

Afinitiv LLC is an SEC registered investment adviser based in Sheridan, WY, registered since 2019. It reports $354K in assets under management across 9 accounts, with 2 employees.

Reported AUM: $354K
Discretionary: 43%
Accounts: 9
Employees: 2
Registered since: 2019
Jurisdictions: 1

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services: Educational Seminars
Individuals or Small Business
Other Advisory Services
Periodicals or Newsletters
Client types: Charities and Non-Profits
Individuals
Pension/Profit Sharing Plan
Fee structure: Percentage of Assets

Executive officers 2 of 2

Richard Macrae Gordon Founder CRD 7194365
Tristan Arnold Alfred Boyd Chief Compliance Officer CRD 7194933

Location

County: Sheridan
Metro area: Sheridan, WY
Region: West

Registrations

SEC registered
Registered in 1 jurisdiction
Website: afinitiv.com

Every state, with registration dates

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