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
Best Life Infinity, LLC
Latest filing Mar 25, 2026
First filing on the tape Jun 17, 2022 · 12 filings
SEC status approved since Jul 15, 2022
RAUM
$48.2M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$48.2M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$8.0M
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$48.2M as of Mar 25, 2026
Mar 31, 2023$0 then
HNW client RAUM$14.1M as of Mar 25, 2026
Mar 31, 2024$14.8M then
State-registered IARs (5.B.3)6 as of Mar 25, 2026
Mar 31, 20236 then
Employees (5.A)8 as of Mar 25, 2026
Mar 31, 20236 then
Private funds: no history
RAUM +25% over the last fiscal yearIARs 6 to 6offices 1 to 5
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $8.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 18derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $295,970derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.0derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$34.1M71%
- High-net-worth individuals$14.1M29%
- Individual clients
- 101reported
- HNW clients
- 9reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 163reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Eric Christopher JacksonCertified Financial Planner, Chartered Financial Consultant | Colorado Springs, Co | Oct 28, 2022 | 22 y | 4 |
| Clark Paul Milner | Colorado Springs, Co | Jan 3, 2023 | 31 y | 2 |
| Heather Joan Thompson | Colorado Springs, Co | Jan 3, 2023 | 16 y | 2 |
| Roger Alan Nicholls | Boise, Id | Jan 10, 2023 | 38 y | 8 |
| Gavin Michael GanzkowCertified Financial Planner | Maitland, Fl | Jul 12, 2023 | 12 y | 3 |
| Magan Kaur ZavislakCertified Financial Planner | Williamstown, Nj | Jun 11, 2024 | 19 y | 3 |
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
- Magan Kaur Zavislak from Investment Advisor GroupJun 11, 2024 · RIA to RIA
- Gavin Michael Ganzkow from Investment Advisor GroupJul 12, 2023 · RIA to a newly registered adviser
- Roger Alan Nicholls from Investment Advisor GroupJan 10, 2023 · RIA to a newly registered adviser
- Clark Paul Milner from Investment Advisor GroupJan 3, 2023 · RIA to a newly registered adviser
- Heather Joan Thompson from Investment Advisor GroupJan 3, 2023 · RIA to a newly registered adviser
- Eric Christopher Jackson from Investment Advisor GroupOct 28, 2022 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Investment Advisor GroupDec 31, 2022 · Hancock, Ny
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Eric Jackson · Ceocontrolsince 06/2022 · owns 75% or more
- Kaur Magan Zavislak · 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 |
|---|---|---|---|---|---|
| Colorado Springs, Co · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 138 to 163Jan 30, 2026 to Mar 25, 2026
- Charity clients · unset to 0.0Jan 30, 2026 to Mar 25, 2026
- Corporate clients · unset to 0.0Jan 30, 2026 to Mar 25, 2026
- HNW clients · 8 to 9Jan 30, 2026 to Mar 25, 2026
- Individual clients · 80 to 101Jan 30, 2026 to Mar 25, 2026
- Pension plan clients · unset to 0.0Jan 30, 2026 to Mar 25, 2026
- Pooled vehicle clients · unset to 0.0Jan 30, 2026 to Mar 25, 2026
- Financial planning clients · 51-100 to 26-50Jan 30, 2026 to Mar 25, 2026
- Other offices · 1 to 5Jan 30, 2026 to Mar 25, 2026
- Discretionary RAUM · $38.5M to $48.2MJan 30, 2026 to Mar 25, 2026
- HNW RAUM · $11.9M to $14.1MJan 30, 2026 to Mar 25, 2026
- Individual RAUM · $26.6M to $34.1MJan 30, 2026 to Mar 25, 2026
- RAUM · $38.5M to $48.2MJan 30, 2026 to Mar 25, 2026
- Accounts · 86 to 138Jun 4, 2024 to Apr 30, 2025
- HNW clients · 13 to 8Jun 4, 2024 to Apr 30, 2025
- Individual clients · 47 to 80Jun 4, 2024 to Apr 30, 2025
- Employees · 10 to 8Jun 4, 2024 to Apr 30, 2025
- Insurance-licensed employees · 6 to 0Jun 4, 2024 to Apr 30, 2025
- Financial planning clients · 51-100 to 51-100Jun 4, 2024 to Apr 30, 2025
- State-registered IARs · 5 to 6Jun 4, 2024 to Apr 30, 2025
- Discretionary RAUM · $30.0M to $38.5MJun 4, 2024 to Apr 30, 2025
- HNW RAUM · $14.8M to $11.9MJun 4, 2024 to Apr 30, 2025
- Individual RAUM · $15.2M to $26.6MJun 4, 2024 to Apr 30, 2025
- RAUM · $30.0M to $38.5MJun 4, 2024 to Apr 30, 2025
- Accounts · 0 to 86Nov 27, 2023 to Mar 31, 2024
- Advisory activities · 6 to 3Nov 27, 2023 to Mar 31, 2024
- HNW clients · unset to 13.0Nov 27, 2023 to Mar 31, 2024
- Individual clients · unset to 47.0Nov 27, 2023 to Mar 31, 2024
- Employees · 6 to 10Nov 27, 2023 to Mar 31, 2024
- Financial planning clients · 0 to 51-100Nov 27, 2023 to Mar 31, 2024
- State-registered IARs · 6 to 5Nov 27, 2023 to Mar 31, 2024
- Discretionary RAUM · $0 to $30.0MNov 27, 2023 to Mar 31, 2024
- HNW RAUM · unset to 14785723.0Nov 27, 2023 to Mar 31, 2024
- Individual RAUM · unset to 15233246.0Nov 27, 2023 to Mar 31, 2024
- Pension RAUM · unset to 0.0Nov 27, 2023 to Mar 31, 2024
- Pooled vehicle RAUM · unset to 0.0Nov 27, 2023 to Mar 31, 2024
- RAUM · $0 to $30.0MNov 27, 2023 to Mar 31, 2024
- Other offices · 0 to 1Oct 28, 2022 to Mar 31, 2023
- Advisory employees · 8 to 6Jul 6, 2022 to Oct 28, 2022
- Employees · 17 to 6Jul 6, 2022 to Oct 28, 2022
Signals
3 dated events
- 2 advisors left Investment Advisor Group (Hancock, NY) for Best Life Infinity, LLC on the same dayDec 31, 2022 · Team lift-out · derived
- Michael Gavin Ganzkow (Chief Compliance Officer) appeared on Schedule A of Best Life Infinity, LlcJun 22, 2022 · Control person joined · fact
- Best Life Infinity, Llc filed its initial SEC registration (Form ADV)Jun 17, 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
- Principal office phone
- 719-966-1985reportedpublic record, Form ADV, Mar 25, 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
- $8.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026