FIVE8 FINANCIAL LLC
Firm details
- Headquarters
- ROGERS, Arkansas
- CRD number
- 339260
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.58%
- Individuals4.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Five8 Financial LLC is an independent, U.S.-domiciled limited liability company that provides financial planning and discretionary portfolio management primarily to individual and family clients, with some work for small businesses. The firm charges either a percentage of assets under management or fixed fees. It is not positioned as a capital allocator running external funds; instead it accesses third-party managers for certain alternative exposures. Regulatory and service flags: not an active ESG investor and not registered as a multi-state adviser.
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
- Non-Exchange Traded Equities67%
- Exchange Traded Equities32%
- Cash & Cash Equivalents1%
Contacts
2 of 2Nicola Cyr
OwnerCRD 6835953
Roxanne Martens
Member / OwnerCRD 7242286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROGERS, AR
BENTON
Location
ROGERS, AR
Headquartered in ROGERS, AR, in the South of the United States.
- Region
- South
- County
- BENTON
- Address
- 5001 W Founders Way
- Time zone
- CT (UTC-6)
- Office locations
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