Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC is a family-owned, Cincinnati-area Registered Investment Adviser headquartered in Loveland, Ohio. Founded by Chris Oberholzer, CFP®, the firm provides tailored investment management and comprehensive financial planning solutions—including retirement, estate, and legacy planning—for individuals and families. The firm operates with a client-centric, fee-only model, serving clients at all stages of wealth accumulation and preservation. Infinity Wealth Counsel currently manages over $100 million in assets for its clients and employs a small team of financial professionals and support staff.
Investment Strategy
Infinity Wealth Counsel employs an evidence-based investment philosophy rooted in the five-factor model developed by Nobel laureates Eugene Fama and Kenneth French. Their strategy seeks to capture risk premiums associated with market, size, value, profitability, and momentum factors by diversifying client portfolios across a broad set of asset classes. The firm customizes investment plans to each client's unique circumstances, goals, and risk tolerance, focusing on long-term growth, prudent asset allocation, and low-cost implementation, while integrating financial planning with ongoing portfolio management.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 7.08% | $7.3M | 15,239 | $409.67 | $479.61 | +$549.1K |
I IVV | ISHARES TR | 5.05% | $5.2M | 7,782 | $588.86 | $669.30 | +$387.2K |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.04% | $5.2M | 24,089 | $195.86 | $215.79 | +$151.2K |
V VV | VANGUARD INDEX FDS | 4.89% | $5.0M | 16,394 | $269.78 | $307.86 | +$193.0K |
V VYM | VANGUARD WHITEHALL FDS | 3.92% | $4.0M | 28,710 | $127.63 | $140.95 | +$170.0K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | — | Put | $203.7K | 8 | $254.63 | $205.17 | 0 | +$39.6K |