F
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- WaveMomentum oak
- Established Date
- 12-10-2025
- Office Locations
- 1
Office Locations
5001 W Founders WAY Suite L10 Rogers AR
About Five8 Financial LLC
Five8 Financial LLC is a Rogers-based RIA. The firm has been operating for 0 years. Managing $4.7M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Equity Compensation.
Team overview
29 AVG AGE
$2.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Asset Classes
Momentum Zenith Prime fusion Delta
Client Personas
Pathway
Custodian
Legacy meridian Oak bridge
Investment Themes
Bridge wave Catalyst vector Element horizon Pioneer
Investment Vehicles
Quantum
Services
Momentum bridge Eagle Vector pathway Fusion capital Beacon momentum Insight oak Radial Vector Harbor Momentum Harbor atlas Optima
Technology
Prime meridian Peak pioneer
Owner & Executives
Nicola Lippert Cyr
Chief Compliance Officer
- CRD
- #6835953
- Ownership
- Less than 5%
(794) 317-3265
glacier.vector@focuscapital.com
in linkedin.com/in/north-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
Roxanne Lea Martens
--
- CRD
- #7242286
(921) 694-3160
alpha.crest@deltacapital.com
in linkedin.com/in/signal-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,689,462 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,689,462 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,689,462
Equity - OTC:
42.2% Equity - Exchange:
33.0% Cash:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $582,698,557 | 42.2% |
| Equity - Exchange | $455,664,748 | 33.0% |
| Cash | $342,438,962 | 24.8% |
| Total | $1,380,802,267 | 100.0% |