$233.4M Total AUM
$233.4M Disc. AUM
-- 3Y CAGR
7 Employees
176 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-30-2016
- Office Locations
- 2
Office Locations
1410 W Washington ST Boise ID
205 SE Spokane Street Suite 300 Portland OR
About Figure 8 Investment Strategies LLC
Figure 8 Investment Strategies is an RIA serving values-driven investors who want their wealth to advance social justice and environmental goals. The firm designs values-aligned, impact-focused portfolios alongside financial/wealth planning (including tax, estate, and charitable-giving planning). Portfolios are largely implemented with ETFs and custody is available at Charles Schwab.
Team overview
60 AVG AGE
$33.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.8 yrs AVG TENURE
7 Employees
7 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Horizon Alpha summit Zenith crest Atlas optima Fusion wave Momentum fusion Focus
Client Personas
Eagle momentum
Custodian
Bridge signal Focus Quantum
Investment Themes
Legacy zenith Pioneer Legacy delta Unison
Investment Vehicles
Vertex glacier
Platform
Atlas radial
Services
Summit oak Frontier Crest crest Vector Value Ember Bridge
Owner & Executives
A
Ahmed Aljuboori
Analyst
- CRD
- --
- Ownership
- 5% but less than 10%
(682) 811-1060
pathway.legacy@frontiercapital.com
in linkedin.com/in/capital-pioneer
Travis John Stright
ADVISOR, Senior Associate
- CRD
- #7384920
- Ownership
- 5% but less than 10%
(208) 367-3085
ridge.unison@crestcapital.com
in linkedin.com/in/crest-timber
A
Atlas crest
Value radial
- CRD
- #79978
- Ownership
- 31.2%
(979) 398-2133
fusion.meridian@legacycapital.com
in linkedin.com/in/pathway-harbor
Showing 2 of 4 owners & executives
Unlock allContacts
M
MATTHEW GLENN HOLLANDS
--
- CRD
- #5564084
(774) 312-4770
eagle.horizon@quantumcapital.com
in linkedin.com/in/crest-north
M
Marisa Kate Shalz
--
- CRD
- #8154160
(320) 819-3314
pioneer.ridge@vectorcapital.com
in linkedin.com/in/optima-peak
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,394,064 | $596,916 |
| Non-Discretionary | $0 | -- |
| Total | $233,394,064 | $596,916 |
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Separately Managed Accounts
Total SMA Asset: $233,394,064
Equity - Exchange:
10.4% Municipal Bonds:
10.0% Public Funds:
17.4% Cash:
25.8% Corporate - Investment Grade:
17.1% Other:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $853,235,789 | 10.4% |
| Municipal Bonds | $820,419,028 | 10.0% |
| Public Funds | $1,427,529,109 | 17.4% |
| Cash | $2,116,681,092 | 25.8% |
| Corporate - Investment Grade | $1,402,916,538 | 17.1% |
| Other | $1,583,408,723 | 19.3% |
| Total | $8,204,190,279 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST VECTOR | QUANTUM FOUNDATION | O2U8LAD2A | JQL | 7.83% | $83,496,825 |
| WAVE HARBOR | WAVE NORTH | HQTVK7B5S | OIRDR | 7.02% | $19,697,146 |
| EMBER OAK | DELTA CREST | LHDL60AJM | KKCY | 0.88% | $51,363,727 |
| VECTOR PIONEER | ALPHA TIMBER | IO8PCNPMD | GSYD | 3.89% | $87,984,504 |
| LEGACY CAPITAL | CATALYST RIDGE | D2R9ONPIO | NNPB | 12.54% | $61,068,832 |
| ATLAS MATRIX | BEACON RIDGE | 5ZGHF87DU | UYZFE | 9.29% | $45,093,119 |
| TIMBER CREST PATHWAY | SIGNAL UNISON | G1EDK7GUF | IBT | 9.91% | $92,882,348 |
| GLACIER HARBOR MOMENTUM | PATHWAY PRIME | 1JK4NKPTN | TCJ | 7.50% | $68,203,321 |