Wealth manager, wrap-program sponsor · Canby, OR
4:8 Financial
Carlson Financial, Inc. · SEC-registered investment adviser · CRD 335831 · SEC 801-134078
At a glance
4:8 Financial is an SEC-registered investment adviser based in Canby, Oregon, with $318 million in regulatory assets under management as of its Form ADV filed April 8, 2026. Its largest client group by assets is individuals, and it reports 821 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 4,202nd of 8,915 wealth managers and 9,875th of 17,210 SEC-registered advisers by assets.
Main office 503-266-484848financial.comAs filed on Form ADV
- Regulatory AUM
- $318M
- Rank among wealth managers
- #4,202 of 8,915
- Rank among all SEC RIAs
- #9,875 of 17,210
- Rank in Oregon
- #82 of 156
- Individual clients
- 821
- High-net-worth clients
- 69
- Accounts
- 1,884
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Paul S. CarlsonPresident/cco
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Our advisory representatives are also separately registered representatives of LPL.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 752 | $156M | 49% |
| High-net-worth individuals | 69 | $144M | 45% |
| Pension and profit sharing plans | 6 | $17M | 5% |
| Corporations or other businesses | 4 | $1M | <1% |
| Charitable organizations | 3 | $0M | <1% |
Disciplinary disclosures
4:8 Financial reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗48financial.com ↗
AtlasMembers
The full record on 4:8 Financial
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,538 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does 4:8 Financial manage?
4:8 Financial reports $318 million in regulatory assets under management across 1,884 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 8, 2026.
What kind of firm is 4:8 Financial?
4:8 Financial is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are 4:8 Financial’s clients?
By assets, its largest client types are individuals ($156 million, 752 clients); high-net-worth individuals ($144 million, 69 clients); pension and profit sharing plans ($17 million, 6 clients).
Does 4:8 Financial have any disciplinary history?
4:8 Financial reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is 4:8 Financial’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →