# 8th Street Investments, LLC

> 8th Street Investments, LLC is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 148727
- Filed as: 8TH STREET INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148727
- AdvisorCensus page: https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727

## Quick answers

**How is 8th Street Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 8th Street Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does 8th Street Investments, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $2,000 to $7,000 (Financial planning and/or consulting services); Hourly rate: $250 to $500 an hour (Financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is 8th Street Investments, LLC located?**
8th Street Investments, LLC's principal office is in Alexandria, VA, according to its Form ADV.

**Is 8th Street Investments, LLC registered with the SEC or a state?**
8th Street Investments, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 148727.

**How much does 8th Street Investments, LLC manage?**
8th Street Investments, LLC reports $166,893,863 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary).

**How have 8th Street Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for 8th Street Investments, LLC: Regulatory assets under management: $134,443,884 in the October 2021 data and $166,893,863 in the October 2026 data, up 24%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 8th Street Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (23).

**Which custodians does 8th Street Investments, LLC use?**
8th Street Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 8th Street Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148727

**Does 8th Street Investments, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "8th Street does not impose a minimum account size for establishing an investment advisory relationship; provided, however, that 8th Street reserves the right in its sole discretion to reject a potential advisory relationship."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 8th Street does not impose a minimum account size for establishing an investment advisory relationship; provided, however, that 8th Street reserves the right in its sole discretion to reject a potential advisory relationship.

- Flat fee: $2,000 to $7,000 (Financial planning and/or consulting services)

> As a fixed fee, typically ranging from $2,000 to $7,000, depending on the nature and complexity of each client's circumstances.

- Hourly rate: $250 to $500 an hour (Financial planning and/or consulting services)

> On an hourly basis calculated on a charge ranging from $250 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $166,893,863
- Discretionary: $166,880,154
- Non-discretionary: $13,709

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $6,773,915 |
| High net worth individuals | 35 | $158,205,366 |
| Charitable organizations | Fewer than 5 | $1,652,453 |
| Corporations or other businesses not listed above | Fewer than 5 | $262,129 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [8thstreetllc.com](https://8thstreetllc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,443,884 | 2 | May 6, 2021 |
| October 2022 | $164,562,050 | 3 | June 1, 2022 |
| October 2023 | $143,128,845 | 3 | March 1, 2023 |
| October 2024 | $162,303,533 | 3 | March 5, 2024 |
| October 2025 | $171,725,350 | 3 | March 15, 2025 |
| October 2026 | $166,893,863 | 3 | March 14, 2026 |

Regulatory assets under management: $134,443,884 in the October 2021 data and $166,893,863 in the October 2026 data, up 24%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 8th Street Investments, LLC (CRD 148727): Form ADV filing data as of October 2026.