A complete list of active advisors currently associated with Eightone Capital LLC
Warmer can help you find a great advisor at Eightone Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Eightone Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Pearland, TX
| 4
|
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