4:8 FINANCIAL

RIASEC RegisteredEst. 2025

Total AUM

$318M

Discretionary

$318M

100% of AUM

Avg account

$169K

Accounts

1,884

Employees

Advisory reps

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: Individuals49.1%
HNWI45.17%
Pension & Profit Sharing Plans5.49%
Corporations / Businesses0.16%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

4:8 Financial is an independent RIA organized as a corporation and owned by an individual. The firm positions itself as a capital allocator working with both individuals/families and institutional clients. Compensation is percentage-of-AUM based. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. The firm is not identified as an active ESG investor and does not report a multistate advisory footprint. It also lists an affiliation with an insurance company.