4
CRD: 335831
4:8 Financial
Canby, OR, 97013
5032664848
$318.0M Total AUM
$318.0M Disc. AUM
-- 3Y CAGR
8 Employees
834 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
266 Northwest 1ST AVE Canby OR
About 4:8 Financial
4:8 Financial is a Canby-based RIA. The firm has been operating for 0 years. Managing $318.0M in total assets under management, with 4 advisory representatives. They custody assets with LPL Financial. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
48 AVG AGE
$79.5M AVG AUM / ADVISOR
$381.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Fusion glacier Pioneer Frontier north
Client Personas
Meridian element
Investment Themes
Catalyst element Signal Foundation
Investment Vehicles
Frontier Foundation vector
Services
Capital prime Insight Quantum bridge Legacy
Owner & Executives
PAUL STEVENS CARLSON
Chief Compliance Officer, President
- CRD
- #4297341
- Ownership
- 75% or more
(367) 575-5779
zenith.beacon@harborcapital.com
in linkedin.com/in/radial-glacier
Showing 1 of 1 owners & executives
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A
ASHER STEVENS CARLSON
--
- CRD
- #7804500
(278) 251-9494
north.summit@quantumcapital.com
in linkedin.com/in/peak-meridian
COLIN BRANT ALLEN MAULDING
--
- CRD
- #5746792
(796) 288-3825
delta.north@radialcapital.com
in linkedin.com/in/optima-quantum
A
Alpha eagle
Beacon zenith zenith
- CRD
- #28167
(602) 565-2939
vertex.frontier@bridgecapital.com
in linkedin.com/in/pioneer-unison
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,952,000 | $168,764 |
| Non-Discretionary | $0 | -- |
| Total | $317,952,000 | $168,764 |
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Separately Managed Accounts
Total SMA Asset: $317,952,000
Public Funds:
15.6% Equity - Exchange:
13.9% Cash:
19.8% Corporate - Investment Grade:
12.5% Municipal Bonds:
19.5% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $606,642,836 | 15.6% |
| Equity - Exchange | $540,534,322 | 13.9% |
| Cash | $769,969,753 | 19.8% |
| Corporate - Investment Grade | $486,092,016 | 12.5% |
| Municipal Bonds | $758,303,545 | 19.5% |
| U.S. Government/Agency | $727,193,655 | 18.7% |
| Total | $3,888,736,127 | 100.0% |