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They include 71 high-net-worth individuals and 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eight 31 Financial offer?","answer":"Eight 31 Financial provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Eight 31 Financial charge?","answer":"Eight 31 Financial charges 1.25%–2.00% a year for its Eight 31 Financial Wrap Program. The fee is negotiable and requires an account of at least $5,000,000.","source":"EIGHT 31 WRAP FEE BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Eight 31 Financial use?","answer":"Eight 31 Financial’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $442M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eight 31 Financial have?","answer":"Eight 31 Financial has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eight 31 Financial invest in?","answer":"At the end of its last fiscal year, Eight 31 Financial’s separately managed accounts held 60% exchange-traded equities, 16% cash and equivalents, 7% U.S. government and agency bonds, 6% pooled vehicles (private funds and similar), 6% other and 3% registered funds (mutual funds, ETFs, BDCs). The 6% other category is described as: Custom Asset. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Eight 31 Financial have a minimum investment?","answer":"Yes, Eight 31 Financial’s minimum account size for its Eight 31 Financial Wrap Program is $5M.","source":"EIGHT 31 WRAP FEE BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Eight 31 Financial?","answer":"Eight 31 Financial is owned through a chain of holding companies by Dane and Sally Crunk, Kirsty Lea Keller 2014 Trust, and Melissa Baker 2014 Trust. Its direct owners are Crunk Family, LP (75% or more) and Eight 31 Phoenix, LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eight 31 Financial get paid?","answer":"Eight 31 Financial is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Eight 31 Financial?","answer":"Eight 31 Financial’s main office is at 3200 Mockingbird Lane, Building 7, Suite 204, Midland, TX 79705. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}