4:8 Financial

Overview

4:8 Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm bills clients on a percentage-of-assets basis and serves both individual/family and institutional clients. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not positioned as an active ESG investor and does not claim multi-state adviser status. It lists an insurance company affiliation and is identified as a capital allocator that directs client capital to outside managers when appropriate. SEC registration is noted as beginning in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices