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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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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