# Eight 31 Financial, LLC

> Eight 31 Financial, LLC is an SEC-registered investment advisory firm in Midland, TX, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 327632
- Filed as: EIGHT 31 FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Midland, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327632
- AdvisorCensus page: https://advisorcensus.com/firm/eight-31-financial-llc-midland-tx-327632

## Quick answers

**How is Eight 31 Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eight 31 Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Eight 31 Financial, LLC located?**
Eight 31 Financial, LLC's principal office is in Midland, TX, according to its Form ADV.

**Is Eight 31 Financial, LLC registered with the SEC or a state?**
Eight 31 Financial, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327632.

**How much does Eight 31 Financial, LLC manage?**
Eight 31 Financial, LLC reports $532,353,561 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (65% discretionary).

**How have Eight 31 Financial, LLC's assets and staff changed since 2023?**
In the Form ADV data for Eight 31 Financial, LLC: Regulatory assets under management: $0 in the October 2023 data and $532,353,561 in the October 2026 data. Total employees: 3 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eight 31 Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71); pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Eight 31 Financial, LLC use?**
Eight 31 Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Eight 31 Financial, 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/327632

**What changed in Eight 31 Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $532,353,561
- Discretionary: $345,831,723
- Non-discretionary: $186,521,838

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 71 | $494,534,879 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $32,783,940 |
| Other | Fewer than 5 | $5,034,742 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com
- Instagram @eight31financial
- LinkedIn @eight31financial
- X @Eight31_Finance
- YouTube @UCjt6XCi3w27O5BS6Vy0d6_w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | September 8, 2023 |
| October 2024 | $350,541,657 | 4 | August 19, 2024 |
| October 2025 | $494,264,981 | 4 | March 31, 2025 |
| October 2026 | $532,353,561 | 5 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $532,353,561 in the October 2026 data.
Total employees: 3 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eight 31 Financial, LLC (CRD 327632): Form ADV filing data as of October 2026.