Eightone Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,320,506
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$184,473
About
EightOne Capital provides investment advisory and financial planning services to individuals, families, high‑net‑worth clients, corporations and charitable organizations. Services described in the brochure include portfolio management (through Charles Schwab’s Institutional Intelligent Portfolios™ platform), comprehensive and project/hourly financial planning, retirement plan consulting, and periodic educational seminars.
The firm emphasizes passive, ETF‑based allocation models and uses Schwab’s platform for portfolio selection, automated rebalancing, and tax‑loss harvesting; it offers both discretionary and non‑discretionary management but reports substantially more non‑discretionary AUM ($1,706,700) than discretionary AUM ($287,300) as of December 2024. EOC also documents processes for evaluating outside managers, though it currently does not utilize third‑party managers for client accounts.
Compared with many small independent advisers, EightOne Capital highlights services more commonly associated with larger firms, including retirement plan (pension) consulting for plan administrators and assistance with employee enrollment, plus public and group educational seminars. The firm also offers an ongoing comprehensive planning option billed as a monthly retainer with an annual service calendar, a service structure that the brochure presents alongside more limited project‑based and hourly engagements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Financial analysis and consulting for businesses
Financial analysis and consulting for businesses
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$250 per hour, billed in 15-minute increments
Comprehensive Financial Planning ongoing monthly fee $150 - $800, paid in advance
Fee-only: Comprehensive Financial Planning: upfront $500 - $5,000 plus monthly $150 - $800; Project-Based Financial Planning: $500 - $7,500; Hourly Financial Planning: $250/hour; Educational Seminars: up to $5,000 per seminar
Main office location
Eightone Capital LLC
Pearland TX, United States
Number of offices
1
Most active in
Eightone Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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