Firm profile

Figure 8 Investment Strategies LLC

BOISE, IDCRD 282973Registration Status: ApprovedEffective since March 11, 2021SEC # 801-120489Latest ADV March 11, 2026

Figure 8 Investment Strategies LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 11, 2026, reports $233M in regulatory assets under management, 7 employees, 2 offices, and 391 accounts.

Assets Under Management

$233M

Employees

Offices

2 offices

Total Clients

176

Associated firm names

1 name listed

FIGURE 8 INVESTMENT STRATEGIES LLC

Leadership

1 roles identified

CCOLisa M. Cooper

Advisory services offered

5 types reported

Educational seminars/workshops

Financial Planning Services

Pension consulting services

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

BOISE, Idaho, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Idaho

BOISEPrimary office

Oregon

PORTLAND

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone(208) 385-0078 WebsiteVisit website

LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$233Mas of March 11, 2026

Discretionary100.0%

$233M

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 52.3% of total clients.

Top client categories% of clientsClients

Individuals

52.3%

HNWI

40.3%

Charitable

6.8%

Corporations

0.6%

Categories with <5 clients

Corporations or other businesses not listed above<5 clients

Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$233M

Total Accounts391

10Y AUM Change+$126M (+118.0%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7

Clients per Employee25:1

10Y Employee Change+3 (+75.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

THE COOPER FAMILY LIVING TRUSTDirect owner · Schedule AInterest in FIGURE 8 INVESTMENT STRATEGIES LLC

75%+

Ahmed AljubooriDirect owner · Schedule AInterest in FIGURE 8 INVESTMENT STRATEGIES LLC

5% to < 10%

Travis John StrightDirect owner · Schedule AInterest in FIGURE 8 INVESTMENT STRATEGIES LLC

5% to < 10%

LISA MICHELE COOPERIndirect owner · Schedule BInterest in THE COOPER FAMILY LIVING TRUST

50% to < 75%

Clive Randall CooperIndirect owner · Schedule BInterest in THE COOPER FAMILY LIVING TRUST

50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Figure 8 Investment Strategies LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-11 · Schedules A and B

7 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	LISA MICHELE COOPERCHIEF COMPLIANCE OFFICERIndividual	FIGURE 8 INVESTMENT STRATEGIES LLC	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER04/2016	Schedule APDF page 19
2	Ahmed AljubooriANALYSTIndividual	FIGURE 8 INVESTMENT STRATEGIES LLC	5% to less than 10%Code A	No	ANALYST01/2021	Schedule APDF page 19
3	Travis John StrightADVISORIndividual	FIGURE 8 INVESTMENT STRATEGIES LLC	5% to less than 10%Code A	No	ADVISOR01/2022	Schedule APDF page 19
4	THE COOPER FAMILY LIVING TRUSTOWNERDomestic entity	FIGURE 8 INVESTMENT STRATEGIES LLC	75% or moreCode E	Yes	OWNER12/2020	Schedule APDF page 19
5	Jeremy Mathew LeffINDIVIDUALIndividual	FIGURE 8 INVESTMENT STRATEGIES LLC	Less than 5%Code NA	No	INDIVIDUAL12/2020	Schedule APDF page 19
6	LISA MICHELE COOPERTRUSTEEIndividual	THE COOPER FAMILY LIVING TRUST	50% to less than 75%Code D	Yes	TRUSTEE12/2020	Schedule BPDF page 19
7	Clive Randall CooperTRUSTEEIndividual	THE COOPER FAMILY LIVING TRUST	50% to less than 75%Code D	Yes	TRUSTEE12/2020	Schedule BPDF page 19

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/11/2026 9:47:08 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.