Eight 31 Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Midland, TX. Its latest Form ADV filing, dated March 31, 2026, reports $532M in regulatory assets under management, 5 employees, and 122 accounts.
Assets Under Management
$532M
Employees
5
Offices
--
Total Clients
74
Primary office
MIDLAND, TX
3200 MOCKINGBIRD LANE, BUILDING 7, SUITE 204, MIDLAND, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.9% of total clients.
Top client categories% of clientsClients
1
HNWI
95.9%
71
2
Pooled Investment Vehicles
4.1%
3
Categories with <5 clients
NON-PROFIT FOUNDATION<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of March 31, 2026
Discretionary65.0%
$346M
65% of total RAUM65.0%
Non-discretionary35.0%
$187M
35% of total RAUM35.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$532M
Total Accounts122
10Y AUM Change+$532M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee15:1
10Y Employee Change+2 (+66.7%)
* 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.