Advisifi LLC

Overview

Advisifi LLC is an SEC registered investment adviser based in St Petersburg, FL, registered since 2024. It reports $1.8M in assets under management across 134 accounts, with 6 employees. It has 1 investment adviser representatives.

Reported AUM

$1.8M

Discretionary

100%

Accounts

134

Average account

$13.7K

Employees

6

Advisory reps

1

Registered since

2024

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Corporations/Businesses
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Deanna Marie-Cantrell Collier Chief Executive Officer CRD 3025488
• Craig Wylie Pinkston Chief Compliance Officer CRD 2886020
• Ali Holmes Controller CRD 7999732

Advisory reps 1 of 1

• Joe Chung Registered Rep · Investment Adviser Rep CRD 2428230

Location

Headquarters

136 4th St N Ste 201
St Petersburg, FL 33701

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: advisifi.co

Every state, with registration dates

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