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- Custodian
- Charles Schwab & Company · Etrade · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Crest focusFrontier oak +more
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About Eight Ventures Private Wealth Management
Eight Ventures Private Wealth Management is an independent, conflict-free fiduciary RIA serving a small group of sophisticated clients through long-term financial planning and tax-aware portfolio management. The firm emphasizes cost discipline, transparency, and drawdown-focused, diversified “all-weather” construction, including its Four Seasons Portfolio approach aimed at improving risk/reward over market cycles. Portfolios commonly use ETFs and high-quality bonds.
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Owner & Executives
Benjamin Hale Hames
Chief Compliance Officer, President
- CRD
- #7187068
- Ownership
- 50% but less than 75%
Erin Lovell Hames
Chief Financial Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,497,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,497,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,497,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $374,103,402 | 27.6% |
| U.S. Government/Agency | $158,587,312 | 11.7% |
| Other | $424,254,945 | 31.3% |
| Corporate - Investment Grade | $111,146,663 | 8.2% |
| Cash | $287,354,788 | 21.2% |
| Total | $1,355,447,110 | 100.0% |