Five8 Financial LLC
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About
Five8 Financial LLC provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, documenting objectives and risk tolerance in an Investment Policy Statement for each account. The firm typically recommends ETFs but also advises on mutual funds, fixed income, real estate funds, annuities, commodities, private placements and venture capital interests.
The firm describes a long‑term trading approach that combines multiple methods of analysis — charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and may use model allocations tailored to a client’s stated restrictions and goals. Five8 requires discretionary trading authority, conducts regular portfolio monitoring, and states it seeks fair and equitable allocation of limited‑supply opportunities such as IPOs.
Distinctive features include its recent formation and ownership structure (RM Capital LLC and The Unicorn Collective LLC), a reported client base of two with approximately $4.7 million in discretionary assets under management, and a firm policy requiring clients to custody assets at Schwab Institutional or Altruist. The firm also offers tax preparation as a separate service and discloses use of less common investment types for a small RIA (e.g., private placements, venture capital, and precious‑metal ETFs), which introduce additional liquidity and conflict‑of‑interest considerations.
Client services
Expertise
Fee options
Financial Planning Fee: $1,200-$6,250; Annual Retainer Fee: $1,200-$6,250
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.50% $4,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%
Main office
5001 W Founders Way, Suite L10
Rogers AR 72758
Advisors at this office
2
Most active in
Arkansas · Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Forms ADV
Quick links
Advisors at this firm
Nicola C
CFP®, Series 65
Rogers, AR
Five8 Financial LLC
Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.
Roxanne M
CFP®
Rogers, AR
Five8 Financial LLC
Roxanne Martens is a CFP® professional with five years of industry experience. She has worked at Five8 Financial LLC since 2025 and previously spent five years at CGN Advisors, LLC. Martens is also the owner of RM Capital LLC, a holding company with ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, supplementing its services with in-house tax preparation. The firm employs a range of analytical techniques and constructs portfolios mainly using ETFs, tailoring allocations to client restrictions and incorporating diverse investment vehicles as appropriate.
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