EIGHTONE CAPITAL LLC
Firm details
- Headquarters
- ,
- CRD number
- 318132
- Website
- eightonecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eightone Capital LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals, small businesses and institutional/business clients, plus educational seminars and workshops. Compensation is billed through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Eightone does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1Heriberto Chinea
CEO & CCOCRD 7481699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations