DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Infinity Wealth Counsel, LLC
Latest filing Feb 24, 2026
First filing on the tape Jun 15, 2022 · 9 filings
SEC status approved since Jul 15, 2022
RAUM
$152M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
96%
$145M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$76.0M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$152M as of Feb 24, 2026
Feb 3, 2023$101M then
HNW client RAUM$119M as of Feb 24, 2026
Feb 3, 2023$74.4M then
State-registered IARs (5.B.3)2 as of Feb 24, 2026
Feb 3, 20232 then
Employees (5.A)4 as of Feb 24, 2026
Feb 3, 20233 then
Private funds: no history
RAUM +15% over the last fiscal year+15% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $76.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 63derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $360,068derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 4.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $97.7M, 94 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$119M78%
- Individuals$26.6M18%
- Pension and profit-sharing plans$3.7M2.5%
- Charitable organizations$2.7M1.8%
- Individual clients
- 79reported
- HNW clients
- 46reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 422reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $97.7M for 94 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christopher Robert OberholzerCertified Financial Planner | Loveland, Oh | Jun 24, 2014 | 33 y | 1 |
| Matthew J. OberholzerCertified Financial Planner | Loveland, Oh | May 9, 2022 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Christopher Robert Oberholzer from Wealth Dimensions Group, Ltd.Jun 24, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Robert Christopher Oberholzer · President, Managing Membercontrolsince 03/2014 · owns 75% or more
- J. Matthew Oberholzer · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Loveland, Oh · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 360 to 422Mar 13, 2025 to Feb 24, 2026
- HNW clients · 34 to 46Mar 13, 2025 to Feb 24, 2026
- Individual clients · 83 to 79Mar 13, 2025 to Feb 24, 2026
- Assets in custody · $76.2M to $97.7MMar 13, 2025 to Feb 24, 2026
- Employees · 3 to 4Mar 13, 2025 to Feb 24, 2026
- Discretionary RAUM · $129M to $149MMar 13, 2025 to Feb 24, 2026
- HNW RAUM · $95.7M to $119MMar 13, 2025 to Feb 24, 2026
- Individual RAUM · $30.5M to $26.6MMar 13, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $3.3M to $3.1MMar 13, 2025 to Feb 24, 2026
- Pension RAUM · $3.7M to $3.7MMar 13, 2025 to Feb 24, 2026
- RAUM · $133M to $152MMar 13, 2025 to Feb 24, 2026
- Accounts · 383 to 360Oct 1, 2024 to Mar 13, 2025
- HNW clients · 36 to 34Oct 1, 2024 to Mar 13, 2025
- Individual clients · 87 to 83Oct 1, 2024 to Mar 13, 2025
- Assets in custody · $65.9M to $76.2MOct 1, 2024 to Mar 13, 2025
- Financial planning clients · 11-25 to 11-25Oct 1, 2024 to Mar 13, 2025
- Discretionary RAUM · $121M to $129MOct 1, 2024 to Mar 13, 2025
- HNW RAUM · $92.1M to $95.7MOct 1, 2024 to Mar 13, 2025
- Individual RAUM · $25.8M to $30.5MOct 1, 2024 to Mar 13, 2025
- Non-discretionary RAUM · $2.1M to $3.3MOct 1, 2024 to Mar 13, 2025
- Pension RAUM · $2.5M to $3.7MOct 1, 2024 to Mar 13, 2025
- RAUM · $123M to $133MOct 1, 2024 to Mar 13, 2025
- Accounts · 387 to 383Aug 25, 2023 to Mar 13, 2024
- HNW clients · 30 to 36Aug 25, 2023 to Mar 13, 2024
- Individual clients · 86 to 87Aug 25, 2023 to Mar 13, 2024
- Assets in custody · $30.4M to $65.9MAug 25, 2023 to Mar 13, 2024
- Discretionary RAUM · $96.7M to $121MAug 25, 2023 to Mar 13, 2024
- HNW RAUM · $74.4M to $92.1MAug 25, 2023 to Mar 13, 2024
- Individual RAUM · $22.5M to $25.8MAug 25, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $4.3M to $2.1MAug 25, 2023 to Mar 13, 2024
- Pension RAUM · $1.8M to $2.5MAug 25, 2023 to Mar 13, 2024
- RAUM · $101M to $123MAug 25, 2023 to Mar 13, 2024
- Accounts · 311 to 387Oct 6, 2022 to Feb 3, 2023
- HNW clients · 28 to 30Oct 6, 2022 to Feb 3, 2023
- Individual clients · 80 to 86Oct 6, 2022 to Feb 3, 2023
- Discretionary RAUM · $118M to $96.7MOct 6, 2022 to Feb 3, 2023
- HNW RAUM · $88.9M to $74.4MOct 6, 2022 to Feb 3, 2023
- Individual RAUM · $27.3M to $22.5MOct 6, 2022 to Feb 3, 2023
- Non-discretionary RAUM · $0 to $4.3MOct 6, 2022 to Feb 3, 2023
- Pension RAUM · $1.5M to $1.8MOct 6, 2022 to Feb 3, 2023
Signals
2 dated events
- J. Matthew Oberholzer (Chief Compliance Officer) appeared on Schedule A of Infinity Wealth Counsel, LlcFeb 3, 2023 · Control person joined · fact
- Infinity Wealth Counsel, Llc filed its initial SEC registration (Form ADV)Jun 15, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 513-563-3500reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/70807134/adminreportedpublic record, Form ADV, Sep 17, 2026
- Website
- infinitywealthcounsel.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 513-563-3500reportedpublic record, Form ADV, Feb 24, 2026
- Contact form
- infinitywealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $76.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026