Wealth manager, wrap-program sponsor · Midland, TX
Eight 31 Financial, LLC
SEC-registered investment adviser · CRD 327632 · SEC 801-128608
At a glance
Eight 31 Financial, LLC is an SEC-registered investment adviser based in Midland, Texas, with $532 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 71 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,764th of 8,915 wealth managers and 7,578th of 17,210 SEC-registered advisers by assets.
Main office 423-282-0251LinkedInAs filed on Form ADV
- Regulatory AUM
- $532M
- Rank among wealth managers
- #2,764 of 8,915
- Rank among all SEC RIAs
- #7,578 of 17,210
- Rank in Texas
- #495 of 1,081
- Individual clients
- 71
- High-net-worth clients
- 71
- Accounts
- 122
- Discretionary
- 65% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Dane E. CrunkManaging Partner & Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 71 | $495M | 93% |
| Pooled investment vehicles | 3 | $33M | 6% |
| Other | – | $5M | <1% |
Private funds
Eight 31 Financial, LLC reports 3 private funds with $33M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Eight 31 Financial, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Eight 31 Financial, LLC
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, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,276 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Eight 31 Financial, LLC manage?
Eight 31 Financial, LLC reports $532 million in regulatory assets under management across 122 accounts, 65% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Eight 31 Financial, LLC?
Eight 31 Financial, LLC 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 Eight 31 Financial, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($495 million, 71 clients); pooled investment vehicles ($33 million, 3 clients); other ($5 million).
Does Eight 31 Financial, LLC manage private funds?
Yes. It reports 3 private funds with $33 million in gross assets, including private equity funds, real estate funds.
Does Eight 31 Financial, LLC have any disciplinary history?
Eight 31 Financial, LLC 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 Eight 31 Financial, LLC’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 (2026-03-31), 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 →