SourcingSourcing

INFINIUM INVESTMENT ADVISORS, LLC

B52
CRD 149123·SEC 801-118226·DENVER, CO
AUM
$131.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$394K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INFINIUM INVESTMENT ADVISORS, LLC
CRD
149123
SEC file #
801-118226
EIN
—
DBA names
—

Economics

AUM
$131.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$104.7M → $131.4M▲ +25%
Client mix
Individuals High Net Worth66
Individuals Other47

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
4 advisors → 2 advisors▼ -50%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
infiniumadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STAROSCIAK, MARK, STEPHEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STAROSCIAK, MARK, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INFINIUMADVISORS.COM
Rdap Domain Creation Date
2008-11-03T03:48:48Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-03T02:48:48Z
Rdap Domain Last Changed
2025-10-19T03:40:24Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
4018163
Trust Company Affiliate
No

People (2)

2
STAROSCIAK, MARK, STEPHEN
IAR · Direct Owner · 87.5%
4018163
KURT MICHAEL LEENEY
IAR
6217667