Eightone Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EightOne Capital LLC provides investment advisory and financial planning services to individuals, families, high‑net‑worth clients, corporations, and charitable organizations. Offerings include portfolio management (delivered in part through the Charles Schwab Institutional Intelligent Portfolios platform), comprehensive and hourly/project financial planning, and business/financial consulting engagements.
The firm primarily constructs passive, ETF‑based model portfolios and uses Schwab’s platform for automated portfolio selection, rebalancing, and tax‑loss harvesting; it may assist clients with selecting outside managers but currently does not maintain formal outside‑manager relationships. EightOne offers both discretionary and non‑discretionary management, and prior filings show a larger portion of reported AUM is non‑discretionary (approximately $287,300 discretionary vs. $1,706,700 non‑discretionary in a stated filing).
As a solo independent adviser with a small client base, EightOne differs from many peers by working with institutional‑type clients (corporate and charitable entities) and by including business planning and project‑based financial consulting in its service mix; its fee schedule has also included retirement plan consulting and educational seminars (with recent material changes noting adjustments to service offerings). The firm’s principal reports separate real estate investment activities consuming a portion of management time, and the adviser operates with custodial arrangements using an independent qualified custodian for client assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$250 per hour; billed in 15-minute increments
Comprehensive Financial Planning ongoing fees of $150 - $800 per month depending on complexity; Project-Based Financial Planning fees from $500 - $7,500
Main office
Pearland TX
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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