Infinity 8 Investments, LLC

RIASEC RegisteredEst. 2026

Total AUM

$124M

Discretionary

$83.5M

67% of AUM

Avg account

$725K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Cupertino, California
CRD number: 152180
Registered since: August 6, 2026
Website: infinity8investments.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.19%
Individuals6.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Infinity 8 Investments, LLC is an independent, individual-owned registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (2026) and charges clients either a percentage of assets under management or fixed fees. Its advisory scope includes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Infinity 8 does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.