SourcingSourcing

INFINITY WEALTH COUNSEL, LLC

B58
CRD 171959·SEC 801-126090·LOVELAND, OH
AUM
$151.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$456K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INFINITY WEALTH COUNSEL, LLC
CRD
171959
SEC file #
801-126090
EIN
465631812
DBA names
—

Economics

AUM
$151.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$117.7M → $151.9M▲ +29%
Client mix
Individuals Other79
Individuals High Net Worth46

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
LOVELAND OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
infinitywealthcounsel.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OBERHOLZER, CHRISTOPHER, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
OBERHOLZER, CHRISTOPHER, ROBERT
Oberholzer, Matthew, J.
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
INFINITYWEALTHCOUNSEL.COM
Rdap Domain Creation Date
2014-03-26T01:39:42Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002066524
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-05-13
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001172661-26-001412

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3775
Soi Zip Pct 200k Plus
0.1527
Soi Zip Returns 200k Plus
4,200
Soi Zip Total AGI
3,353,929
Fdic Zip Total Deposits
19,417,139,000
Fdic Zip Branch Count
444
Fdic Zip Top Banks
Fifth Third Bank
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
433 W LOVELAND AVE, STE 100LOVELAND, OH 45140
Business
433 W LOVELAND AVE, STE 100LOVELAND, OH 45140
Edgar EIN
465631812
Edgar Recent Filings
13F-HR2026-04-08 · 0001172661-26-001412
13F-HR2026-01-15 · 0001172661-26-000195
Fdic Zip Branches Raw
Cardinal State BankLoveland, OH
Union Savings BankLoveland, OH
Fdic Zip HHI
1167.75
Fdic Zip Top Bank Share Pct
18.82
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-26T01:39:42Z
Rdap Domain Last Changed
2026-03-02T12:53:15Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI70,060
Returns6,120
Stub 2
AGI173,491
Returns4,650
Stub 3
AGI223,640
Returns3,620
Soi Zip Total Business Income
120,817
Soi Zip Total Cap Gains
155,458
Soi Zip Total Dividends
85,006
Soi Zip Total Returns
27,500
Top Owner CRD
2261553
Trust Company Affiliate
No

People (2)

2
OBERHOLZER, CHRISTOPHER, ROBERT
IAR · Direct Owner · 87.5%
2261553
Oberholzer, Matthew, J.
IAR · Executive Officer · 2.5%
7064345