Infinity 8 Investments, LLC

RIASEC RegisteredEst. 2026
Total AUM
$124M
Discretionary
$83.5M
67% of AUM
Avg account
$725K
Accounts
171
Employees
1
Advisory reps
1

Firm details

Headquarters
Cupertino, California
CRD number
152180
Registered since
August 6, 2026
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 operating as a limited liability company. The firm serves individual and family clients and functions as a capital allocator, offering financial planning and portfolio management across both individual/small business and institutional/business relationships. Its service set explicitly includes selecting third-party advisers, and its fee model combines a percentage of assets under management with fixed fees. The firm does not describe itself as an active ESG investor, is not marked as a multistate adviser, and is not newly formed according to the available record. Infinity 8’s advisory activities emphasize discretionary and non-discretionary portfolio management alongside financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 13%, US Government Bonds 11%, Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%, State & Local Bonds 1%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents13%
  • US Government Bonds11%
  • Investment Grade Corp Bonds2%
  • Public Funds/Mutual Funds2%

Contacts

1 of 1
  • Sean Akiyama

    Sean Akiyama

    Investment AdviserCRD 2425895

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cupertino, CA

Santa Clara

Location

Cupertino, CA

Headquartered in Cupertino, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
10080 N Wolfe Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth