Five8 Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,689,462
Total clients
2
50% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
1
Average account size
$2,344,731
About
Five8 Financial LLC serves individual and high‑net‑worth clients, providing discretionary portfolio management and financial planning, with tax preparation offered as a separate service. The firm advises across a range of investment types—primarily ETFs but also mutual funds, fixed income, REITs, annuities, commodities, venture capital and private placements—tailoring recommendations to each client's situation.
The firm creates an Investment Policy Statement for each client and typically uses model allocations, a mix of analytical approaches (charting, fundamental, quantitative, technical, and modern portfolio theory), and a long‑term trading orientation while managing accounts on a discretionary basis. It monitors portfolios regularly and provides monthly reporting through the client’s custodian.
Distinctive aspects include an unusually small client roster—two clients served by two advisors with roughly $4.7 million in discretionary AUM—which results in a very low client‑to‑advisor ratio compared with peers. Five8 Financial requires use of specified custodians (Schwab Institutional and Altruist), discloses the potential to receive soft‑dollar research and services from custodians, and maintains the ability to recommend less liquid investments (for example, private placements and venture capital), which is atypical for a firm of this size.
Client services
Expertise
Fee options
Financial Planning Fee: $1,200-$6,250; Annual Retainer Fee: $1,200-$6,250
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.50% $4,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%
Main office location
Five8 Financial LLC
5001 W Founders Way, Suite L10
Rogers AR 72758, United States
Number of offices
1
Most active in
Arkansas · Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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