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EIGHT 31 FINANCIAL, LLC
CRD 327632File 801-128608
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$532.4M
Above cohort median (national)
Discretionary AUM
$345.8M
Non-discretionary $186.5M
Clients
74
122 accounts
Employees
5
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 28, 2023
- Principal office
- 3200 MOCKINGBIRD LANE, BUILDING 7, SUITE 204, MIDLAND, TX, 79705
- Phone
- 423-282-0251
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $532.4M
- Discretionary AUM
- $345.8M
- Non-discretionary AUM
- $186.5M
- Discretionary accounts
- 75
- Non-discretionary accounts
- 47
- Total accounts
- 122
- AUM per client
- $7.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $494.5M |
| Pooled investment vehicles | 3 | $32.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.