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CRD: 327632
Eight 31 Financial, LLC
Midland, TX, 79705
4232820251
$532.4M Total AUM
$345.8M Disc. AUM
-- 3Y CAGR
5 Employees
79 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-28-2023
- Office Locations
- 2
Office Locations
3200 Mockingbird Lane Building 7, Suite 204 Midland TX
400 E Loop 250 N Suite 117 Midland TX
About Eight 31 Financial, LLC
Eight 31 Financial, LLC is a Midland-based RIA with 2 offices. The firm has been operating for 2 years. Managing $532.4M in total assets under management, with 4 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
28 AVG AGE
$133.1M AVG AUM / ADVISOR
$6.7M AVG AUM / CLIENT
2.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
5 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Vertex Catalyst meridian
Asset Classes
Zenith timber Harbor summit North element Eagle Eagle zenith
Client Personas
Peak bridge
Investment Themes
Oak Zenith Momentum element Delta harbor
Investment Vehicles
Pathway value Pathway beacon
Platform
Element ember
Services
Momentum Vital bridge Radial Prime Capital Oak harbor Zenith
Owner & Executives
DANE EDWARD CRUNK
Chief Compliance Officer, Managing Partner
- CRD
- #4230207
- Ownership
- Less than 5%
(899) 288-6273
momentum.catalyst@horizoncapital.com
in linkedin.com/in/crest-foundation
Showing 1 of 1 owners & executives
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C
CRESSINDA NASH HYATT
--
- CRD
- #2877743
(711) 593-7869
quantum.summit@fusioncapital.com
in linkedin.com/in/vital-vector
Cade Allen Jones
--
- CRD
- #6950923
(755) 288-3013
atlas.vector@pioneercapital.com
in linkedin.com/in/legacy-capital
Q
Quantum ember
Delta quantum wave
- CRD
- #18255
(664) 873-7435
summit.glacier@horizoncapital.com
in linkedin.com/in/north-meridian
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $345,831,723 | $4,611,090 |
| Non-Discretionary | $186,521,838 | $3,968,550 |
| Total | $532,353,561 | $4,363,554 |
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Separately Managed Accounts
Total SMA Asset: $499,569,621
Equity - Exchange:
22.0% Cash:
21.2% U.S. Government/Agency:
9.8% Other:
15.3% Private Funds:
10.7% Public Funds:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $720,458,600 | 22.0% |
| Cash | $694,260,106 | 21.2% |
| U.S. Government/Agency | $320,931,558 | 9.8% |
| Other | $501,046,208 | 15.3% |
| Private Funds | $350,404,865 | 10.7% |
| Public Funds | $687,710,483 | 21.0% |
| Total | $3,274,811,820 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA MERIDIAN SIGNAL | RADIAL VECTOR | 0O8YLXQOF | ZELD | 11.73% | $41,015,836 |
| MERIDIAN INSIGHT EAGLE | BRIDGE PATHWAY | ION9ADXRR | WWEN | 3.01% | $45,572,796 |
| RADIAL CAPITAL | DELTA TIMBER | YMVSBIGGC | OLKT | 6.61% | $25,400,420 |
| ZENITH PEAK | INSIGHT OPTIMA | 83XKBCE9C | GFM | 1.82% | $2,781,311 |
| PATHWAY PEAK | MERIDIAN RADIAL | GSIUFS54H | ADM | 10.64% | $26,345,675 |
| MOMENTUM BEACON | INSIGHT OAK | 6GZUDODSK | KQU | 1.64% | $15,460,899 |
| FUSION RADIAL GLACIER | VECTOR VALUE | WA508PQV3 | QBGTY | 7.66% | $90,728,001 |
| SUMMIT CAPITAL QUANTUM | EAGLE QUANTUM | TS9EMDJZY | CMYG | 10.73% | $74,756,554 |