Eight Ventures Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,497,000
Total clients
48
50% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$1,322,854
About
Eight Ventures provides financial planning and discretionary investment management to individuals (both high-net-worth and non‑HNW), as well as trusts, foundations, charitable organizations and businesses. The firm offers comprehensive financial plans, ongoing portfolio management and periodic performance reporting, and typically charges advisory fees based on a percentage of assets under management while offering standalone hourly planning in some cases.
The firm’s investment approach is built around long‑term client relationships and customized financial plans that emphasize strategic asset allocation and portfolio construction targeted toward the efficient frontier. Portfolios are diversified across equities, fixed income and alternative exposures to manage drawdowns and sequence‑of‑returns risk, and investment decisions are informed by macroeconomic, fundamental and technical analysis alongside third‑party research and benchmarking.
Distinctive features noted in the brochure include the adviser’s capacity to transact in commodity/futures markets (the firm’s supervised person holds a Series 3 license), and the firm’s role as a licensed insurance broker that may receive commissions on life and disability insurance sales—both of which are uncommon among peers. The firm also highlights routine performance benchmarking and client reporting, a no‑soft‑dollars policy, limited trade aggregation, and automated custodian billing processes to support operational transparency.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.9% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.6%
Commissions earned from insurance policy sales when assisting clients as an independent insurance broker.
$200 per hour for financial planning services not culminating in Investment Advisory Services.
Account minimum: $100,000
Main office location
Eight Ventures Private Wealth Management
Atlanta GA, United States
Number of offices
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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