A complete list of active advisors currently associated with Five8 Financial LLC

Warmer can help you find a great advisor at Five8 Financial LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Five8 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.

Name	Location	Years of experience
Nicola Cyr	Rogers, AR	8
Roxanne Martens	Rogers, AR	6

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