Eight 31 Financial LLC

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Assets, Funds, Holdings

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Eight 31 Financial LLC
CRD #327632
SEC #801-128608
CIK #0002011328
AUM $350.5 MM (2024-08-19)
Employees 4 (100% Investors, 0% Brokers)
Phone432-282-0251
Address3200 Mockingbird Lane
Midland, TX 79705
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
HPK 3,001.9 12.6
XOM 385,508.3 7.6
AAPL 2,382,844.0 5.1
MSFT 1,918,222.4 3.2
VNOM 2,137.4 1.9
TFIN 1.9
EOG 69,295.8 1.6
CVX 294,604.1 1.4
NVDA 399,550.0 1.4
HPKEW 1.3
View All
Holdings by Sector ($MM)
170136102683402023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 60 350.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 60 350.5
By Discretionary
Discretionary 60 350.5
Non-Discretionary 0 0.0
Total 60 350.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 350.5
Total 60 350.5
EDGAR Form CIK 2011 - 2024
13F-HR [0002011328]
Comparable Firms State AUM ($BB)
Silver Oak Advisory Group Inc
OR 0.4
Moseley Investment Management Inc
FL 0.4
Portfolio Advisory Council LLC
TX 0.4
Lumbard & Kellner LLC
NH 0.4
Colton Groome Financial Advisors LLC
NC 0.4
Biltmore Wealth Management LLC
AZ 0.4
Encompass Wealth Advisors LLC
OR 0.4
Mayport LLC
MA 0.4
BR Capital Advisors LLC
FL 0.4
Castle Wealth Management LLC
FL 0.4
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