CRD: 305771
Eight Ventures Private Wealth Management
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- Custodian
- Charles Schwab & Company · Etrade · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 97 clients, or 97 clients per representative. That equates to $654.6K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 31, 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
- Custodian
- Investment Themes
- Services
- Technology
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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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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,497,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,497,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Eight Ventures Private Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.