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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-2025
- Office Locations
- 1
Office Locations
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.
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 2 advisory representatives and 2 clients, or 1 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Five8 Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Nicola Lippert Cyr
Chief Compliance Officer
- CRD
- #6835953
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Roxanne Lea Martens
--
- CRD
- #7242286
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Five8 Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.