EIGHT 31 FINANCIAL, LLC

CRD 327632 · SEC 801-128608

Visit website

3200 MOCKINGBIRD LANE, BUILDING 7, SUITE 204, MIDLAND, TX, 79705, United States

Phone

423-282-0251

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$532.4M

Discretionary AUM

$345.8M

Team

5 total employees; 4 advisory reps; 5 broker-dealer reps

Clients

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Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES

Client types

Type	Clients	AUM
High net worth individuals	71	$494.5M
Pooled investment vehicles	3	$32.8M

States served

LA, TX

All web addresses on file

https://www.linkedin.com/company/eight31financial/about
https://www.facebook.com/profile.php?id=61551800375988
https://www.instagram.com/eight31financial/
https://twitter.com/Eight31_Finance
https://www.youtube.com/channel/UCjt6XCi3w27O5BS6Vy0d6_w

Official SEC filing: View on IAPD