SourcingSourcing

BEST LIFE INFINITY, LLC

C38
CRD 319232·SEC 801-126123·COLORADO SPRINGS, CO
AUM
$48.2M
$25M-$100M
Est. Revenue
$482K
@ 1% on AUM
Est. EBITDA
$145K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEST LIFE INFINITY, LLC
CRD
319232
SEC file #
801-126123
EIN
—
DBA names
—

Economics

AUM
$48.2M
AUM band
$25M-$100M
AUM trajectory
'25'26
$38.5M → $48.2M▲ +25%
Client mix
Individuals Other101
Individuals High Net Worth9

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
6 advisors → 6 advisors▬ 0%
Primary office
COLORADO SPRINGS CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKSON, ERIC, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JACKSON, ERIC, CHRISTOPHER
ZAVISLAK, MAGAN, KAUR
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

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 (9)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4800296
Trust Company Affiliate
No

People (6)

6
JACKSON, ERIC, CHRISTOPHER
IAR · Direct Owner · 87.5%
4800296
ZAVISLAK, MAGAN, KAUR
IAR · Executive Officer · 2.5%
6243072
Heather Joan Thompson
IAR
6832099
MAGAN KAUR ZAVISLAK
IAR
6370908
Clark Paul Milner
IAR
6943798
ROGER ALAN NICHOLLS
IAR
1832447