4:8 Financial
Firm details
- Headquarters
- Canby, Oregon
- CRD number
- 335831
- Registered since
- August 1, 2025
- Website
- www.48financial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.74%
- HNWI40.81%
- Pension & Profit Sharing Plans5.97%
- Corporations / Businesses1.19%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
4:8 Financial is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm operates as a fee-based adviser charging a percentage of assets under management and serves both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm identifies itself as a capital allocator, engaging third-party managers for alternative strategies, and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities34%
- Cash & Cash Equivalents12%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$129M in ETFs
87%
$112M
12%
$16.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE 100 ETF (BIBL) | Inspire | Passive | Large Blend | $7.2M | 124,700 | 5.61% |
Location
Canby, OR
Clackamas
Location
Canby, OR
Headquartered in Canby, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 266 Nw 1st Ave
- Time zone
- PT (UTC-8)
- Office locations
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