4:8 FINANCIAL

Legal name: CARLSON FINANCIAL, INC.

CRD 335831File 801-134078

APPROVED

Retail clients

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$318.0M

Below cohort median (national)

Discretionary AUM

$318.0M

Clients

834

1,884 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Aug 1, 2025
Principal office: 266 NORTHWEST 1ST AVE, CANBY, OR, 97013
Phone: 503-266-4848
Website: HTTPS://WWW.48FINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $318.0M
Discretionary AUM: $318.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,884
Non-discretionary accounts: 0
Total accounts: 1,884
AUM per client: $381K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$508K
Charitable organizations	Fewer than 5	$257K
High net worth individuals	69	$143.6M
Pension and profit sharing plans	6	$17.5M
Individuals (other than high net worth individuals)	752	$156.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.