{
  "crd_number": 282973,
  "slug": "figure-8-investment-strategies-llc-boise-id-282973",
  "primary_business_name": "FIGURE 8 INVESTMENT STRATEGIES LLC",
  "legal_name": "FIGURE 8 INVESTMENT STRATEGIES LLC",
  "dbas": [],
  "city": "Boise",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-11",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 233394064.0,
  "raum_discretionary": 233394064.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 15222771.0,
      "count": 12
    },
    "individuals": {
      "raum": 58184333.0,
      "count": 92
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 159235664.0,
      "count": 71
    },
    "corporations_other_businesses": {
      "raum": 751296.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "ID",
    "MT",
    "NY",
    "OR",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/FIGURE8INVESTING",
    "https://figure8investing.com",
    "https://linkedin.com/company/18344334"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282973",
  "city_as_filed": "BOISE",
  "url": "https://advisorcensus.com/firm/figure-8-investment-strategies-llc-boise-id-282973",
  "display_name": "Figure 8 Investment Strategies LLC",
  "summary": "Figure 8 Investment Strategies LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Figure 8 Investment Strategies LLC (CRD 282973): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Figure 8 Investment Strategies LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Figure 8 Investment Strategies LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Figure 8 Investment Strategies LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $500 to $20,000 (Stand-Alone Financial Planning and Consulting Services); Flat fee: $100 to $2,000 (Educational Seminars and Workshops). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Figure 8 Investment Strategies LLC located?",
      "a": "Figure 8 Investment Strategies LLC's principal office is in Boise, ID, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Figure 8 Investment Strategies LLC registered with the SEC or a state?",
      "a": "Figure 8 Investment Strategies LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282973."
    },
    {
      "q": "How much does Figure 8 Investment Strategies LLC manage?",
      "a": "Figure 8 Investment Strategies LLC reports $233,394,064 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Figure 8 Investment Strategies LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Figure 8 Investment Strategies LLC: Regulatory assets under management: $107,054,862 in the October 2021 data and $233,394,064 in the October 2026 data, up 118%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Figure 8 Investment Strategies LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (71); charitable organizations (12)."
    },
    {
      "q": "Which custodians does Figure 8 Investment Strategies LLC use?",
      "a": "Figure 8 Investment Strategies 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."
    },
    {
      "q": "Does Figure 8 Investment Strategies LLC report any disciplinary disclosures?",
      "a": "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/282973"
    },
    {
      "q": "What changed in Figure 8 Investment Strategies LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $199,767,232 to $233,394,064 (+17%). Registered or notice-filed in MT. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 107054862.0,
      "total_employees": 6,
      "filing_date": "2021-07-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 143006868.0,
      "total_employees": 6,
      "filing_date": "2022-06-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 132651832.0,
      "total_employees": 5,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 166423863.0,
      "total_employees": 6,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 199767232.0,
      "total_employees": 8,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 233394064.0,
      "total_employees": 7,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $199,767,232 to $233,394,064 (+17%).",
        "Registered or notice-filed in MT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $20,000 (Stand-Alone Financial Planning and Consulting Services)",
      "Flat fee: $100 to $2,000 (Educational Seminars and Workshops)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $20,000 (Stand-Alone Financial Planning and Consulting Services)"
        ],
        "quotes": [
          "Fees for these services may be charged a fixed flat fee. Fixed fee engagements typically range from $500 to $20,000 depending on the nature and complexity of the services to be provided and the overall relationship with Figure 8."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100 to $2,000 (Educational Seminars and Workshops)"
        ],
        "quotes": [
          "Fees for these services may be charged on a fixed flat fee basis and typically range from $100 to $2,000 depending on the nature, length, and complexity of the seminar or workshop."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "Stand-Alone Financial Planning and Consulting Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 100.0,
          "max": 2000.0,
          "period": "one_time",
          "service": "Educational Seminars and Workshops"
        }
      ]
    },
    "quotes": [
      "Fees for these services may be charged a fixed flat fee. Fixed fee engagements typically range from $500 to $20,000 depending on the nature and complexity of the services to be provided and the overall relationship with Figure 8.",
      "Fees for these services may be charged on a fixed flat fee basis and typically range from $100 to $2,000 depending on the nature, length, and complexity of the seminar or workshop."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/figure-8-investment-strategies-llc-boise-id-282973.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 92,
      "fewer_than_5": false,
      "raum": 58184333.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 71,
      "fewer_than_5": false,
      "raum": 159235664.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 15222771.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 751296.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282973",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}