# FIVE8 Financial LLC

> FIVE8 Financial LLC is a state-registered investment advisory firm in Rogers, AR, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 339260
- Filed as: FIVE8 FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rogers, AR
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339260
- AdvisorCensus page: https://advisorcensus.com/firm/five8-financial-llc-rogers-ar-339260

## Quick answers

**How is FIVE8 Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FIVE8 Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is FIVE8 Financial LLC located?**
FIVE8 Financial LLC's principal office is in Rogers, AR, according to its Form ADV.

**Is FIVE8 Financial LLC registered with the SEC or a state?**
FIVE8 Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339260.

**How much does FIVE8 Financial LLC manage?**
FIVE8 Financial LLC reports $4,689,462 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**What types of clients does FIVE8 Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1); high net worth individuals (1).

**Does FIVE8 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339260

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,689,462
- Discretionary: $4,689,462
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $207,309 |
| High net worth individuals | 1 | $4,482,153 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- five8financial.com
- Facebook @five8financial
- LinkedIn @five8-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FIVE8 Financial LLC (CRD 339260): Form ADV filing data as of October 2026.