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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-2008
- Office Locations
- 1
Office Locations
About 8TH Street Investments, LLC
8th Street Investments is an independent RIA in the Washington, D.C. metro area offering customized financial planning and investment management at reasonable fees. Portfolios are built with an asset-allocation approach using vehicles such as ETFs, mutual funds, and fixed income. Clients are supported through Schwab Alliance, including a dedicated Schwab team for 8th Street accounts.
Reported data analysis
What the numbers show
Between March 15, 2025 and March 14, 2026, reported AUM decreased 2.8%, from $171.7M to $166.9M.
Across 5 reported observations, AUM increased 1.4% between June 1, 2022 and March 14, 2026, from $164.6M to $166.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 58 clients, or 29 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LISA CARROLL PENDLEY
Chief Compliance Officer, Managing Member
- CRD
- #5610268
- Ownership
- 50% but less than 75%
MICHAEL EDWARD SHEA
Chief Investment Officer, Managing Member, Relationship Manager
- CRD
- #5196575
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,880,154 | $814,050 |
| Non-Discretionary | $13,709 | $13,709 |
| Total | $166,893,863 | $810,164 |
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Separately Managed Accounts
SMA allocation detail is available
8TH Street Investments, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.