Actify Investor Retirements, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,265,750
Total clients
220
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
110
Average account size
$278,481
About
Actify Investor Retirements, LLC advises retirement plan sponsors and individual IRA/SIMPLE IRA participants, primarily through payroll-deduction IRA arrangements and plan menu services. The firm provides investment advisory services, model-based portfolio management, and financial planning support for plan fiduciaries and individual participants.
Actify operates largely on a non-discretionary basis — most assets are managed with participant or sponsor direction, while limited discretionary authority exists for specific plan services. Its recommendations emphasize fundamental analysis implemented through five risk-based model portfolios determined by participant risk assessments, and the firm provides formal education to trustees, staff, and plan participants with most participant communications handled digitally.
Actify is wholly owned by Adaptable Systems Corporation and is affiliated with an insurance affiliate, a relationship the firm discloses as a potential conflict of interest; it also relies on integrated payroll, recordkeeping, and custody platforms and may receive revenue-share arrangements from some providers. The combination of a payroll-IRA delivery model, routine participant education, an insurance affiliation, and omnibus/recordkeeping arrangements — together with a client base that does not emphasize high-net-worth individuals — distinguishes Actify from many similarly sized advisors.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% annually $250,001+: 0.50% annually
Minimum fee: For Plans with Section 3(38) Investment Manager, minimum annual fee of $1,500 may apply. Fee-only: Investment advisory fees charged as percentage of AUM plus fixed fees; no commissions or sales-based compensation accepted.
Main office location
Actify Investor Retirements, LLC
230 Scientific Drive, Suite 100
Peachtree Corners GA 30092, United States
Number of offices
1
Most active in
District of Columbia · Georgia · Illinois · Maryland · Minnesota · New Jersey · North Carolina · Pennsylvania · Texas · Virginia
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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