{"url":"https://nivawealth.com/firms/infinity-8-investments-152180","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/152180","regulatoryAum":123937287,"crd":"152180","secFileNumber":"801-136642","legalName":"Infinity 8 Investments, LLC","displayName":"Infinity 8 Investments","slug":"infinity-8-investments-152180","website":"https://infinity8investments.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10080 N Wolfe Road, Suite SW3-200","city":"Cupertino","state":"CA","stateName":"California","country":"United States","postalCode":"95014"},"tradeNames":[],"registration":{"secApproved":"6 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1906727.4923076923,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":123937287,"discretionary":83481819,"discretionaryAccounts":136,"nonDiscretionary":40455468,"nonDiscretionaryAccounts":35,"wrapProgram":123937287,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":24,"regulatoryAum":8438276},{"label":"High-net-worth individuals","clients":41,"regulatoryAum":115499011}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:02:28.693268+00:00","documents":[{"name":"FORM ADV PART II A WRAP FEE B SUPPLEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055045","versionId":1055045,"submittedOn":"2026-08-17"}]},"custodians":[],"custodyNote":"Infinity 8 Investments does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"10080 N Wolfe Road, Suite SW3-200","city":"Cupertino","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"408-501-8848","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":71},{"label":"U.S. government/agency bonds","percent":11},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"17 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/152180/PDF/152180.pdf","brochureDate":"17 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055045","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Infinity 8 Investments have?","answer":"Infinity 8 Investments has 65 clients and manages $124 million for them, as of August 2026. They include 41 high-net-worth individuals and 24 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Infinity 8 Investments offer?","answer":"Infinity 8 Investments provides financial planning, portfolio management for individuals and small businesses, 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 many financial advisors does Infinity 8 Investments have?","answer":"Infinity 8 Investments has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Infinity 8 Investments invest in?","answer":"At the end of its last fiscal year, Infinity 8 Investments’ separately managed accounts held 71% exchange-traded equities, 13% cash and equivalents, 11% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.","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":"How does Infinity 8 Investments get paid?","answer":"Infinity 8 Investments is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees 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 Infinity 8 Investments?","answer":"Infinity 8 Investments’ main office is at 10080 N Wolfe Road, Suite SW3-200, Cupertino, CA 95014. Its phone number is 408-501-8848. Its website is infinity8investments.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}