A complete list of active advisors currently associated with Eight 31 Financial, LLC

Warmer can help you find a great advisor at Eight 31 Financial, LLC or one who fits your needs even better.

Eight 31 Financial, LLC is a registered investment adviser serving primarily high‑net‑worth individuals and a limited number of pooled investment vehicle clients, managing about $532 million in assets for roughly 71 client relationships with a four‑advisor team. The firm provides discretionary portfolio management for separately managed accounts, operates a wrap‑fee program, and advises and sponsors private investment funds. Investment programs are tailored to each client’s objectives and combine allocations to independent third‑party managers, mutual funds and ETFs, and selective private funds, with the firm exercising discretion to rebalance and implement strategies that may include derivatives and long‑short exposures. Eight 31 also uses third‑party platforms and tools — including a TAMP relationship for SMA/UMA access, Pontera for held‑away account management, and a third‑party cash sweep program — to implement and monitor client strategies. What distinguishes Eight 31 from many peer team firms is its role as adviser and affiliated sponsor of multiple private funds (the Syntal Real Estate Fund, LLC Series 1–3 and Wolfcamp Credit Fund I, LP), the firm’s entitlement to carried‑interest and other performance‑based compensation at the fund level, and its practice of waiving its advisory fee for client investments in those funds. The combination of sponsoring closed private funds, providing portfolio management for pooled vehicles, acting as a wrap program sponsor, and relying on platform affiliations is relatively uncommon for a four‑advisor team that otherwise focuses on HNW separately managed accounts and does not emphasize standalone financial planning for non‑HNW individuals.

To learn more about the advisors currently working at Eight 31 Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.