← Directory
FIGURE 8 INVESTMENT STRATEGIES LLC
CRD 282973File 801-120489
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$233.4M
Below cohort median (national)
Discretionary AUM
$233.4M
Clients
176
391 accounts
Employees
7
Below cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 11, 2021
- Principal office
- 1410 W WASHINGTON ST, BOISE, ID, 83702
- Phone
- (208) 385-0078
- Website
- HTTP://FIGURE8INVESTING.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $233.4M
- Discretionary AUM
- $233.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 391
- Non-discretionary accounts
- 0
- Total accounts
- 391
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $751K |
| Charitable organizations | 12 | $15.2M |
| High net worth individuals | 71 | $159.2M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 92 | $58.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 182 | 176 | decreased by6 |
| Apr 1, 2026 | AUM | $199,767,232 | $233,394,064 | increased by$33,626,832 |
| Apr 1, 2026 | Accounts | 438 | 391 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 145 | 182 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $143,006,868 | $199,767,232 | increased by$56,760,364 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 313 | 438 | increased by125 |
| Apr 1, 2022 | Clients | 108 | 145 | increased by37 |
| Apr 1, 2022 | AUM | $107,054,862 | $143,006,868 | increased by$35,952,006 |
| Apr 1, 2022 | Accounts | 236 | 313 | increased by77 |
| Aug 1, 2021 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIGURE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIGURE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.