$3.3M Total AUM
$322.6K Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FocusPioneer harbor
- Established Date
- 01-25-2022
- Office Locations
- 1
Office Locations
-- Pearland TX
About Eightone Capital LLC
EightOne Capital LLC is a Texas-registered RIA serving retail clients with tailored financial planning and portfolio construction, including tax and estate planning and insurance guidance. Portfolios emphasize active management and asset allocation using ETFs and mutual funds, with some fixed income and real estate exposure. Schwab is a listed custodian, and the firm highlights tech-forward, high-touch client connectivity.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$174.8K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Foundation matrix Delta foundation
Custodian
Horizon Pathway Oak
Investment Themes
Vector Prime Zenith harbor
Investment Vehicles
Glacier vital
Services
Legacy Bridge insight Pathway wave Harbor timber North Beacon matrix Value
Technology
Pathway Momentum
Owner & Executives
H
Heriberto Chinea
Chief Executive, COMPLIANCE OFFICER, Founder
- CRD
- #7481699
- Ownership
- 75% or more
(380) 810-2348
catalyst.pioneer@foundationcapital.com
in linkedin.com/in/eagle-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,644 | -- |
| Non-Discretionary | $2,997,862 | -- |
| Total | $3,320,506 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,320,506
Equity - Exchange:
43.5% Public Funds:
31.8% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,909,267,059 | 43.5% |
| Public Funds | $2,857,809,023 | 31.8% |
| Cash | $2,219,744,744 | 24.7% |
| Total | $8,986,820,826 | 100.0% |