SourcingSourcing

EIGHT 31 FINANCIAL, LLC

C46
CRD 327632·SEC 801-128608·MIDLAND, TX
AUM
$532.4M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EIGHT 31 FINANCIAL, LLC
CRD
327632
SEC file #
801-128608
EIN
932099118
DBA names
—

Economics

AUM
$532.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$494.3M → $532.4M▲ +8%
Client mix
Individuals High Net Worth71
Pooled Investment Vehicles3

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
MIDLAND TX
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/eight31financial/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRUNK FAMILY, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CRUNK FAMILY, LP
EIGHT 31 PHOENIX, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002011328
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002011328-26-000003
Edgar Former Names
EIGHT 31 FINANCIAL LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
3200 MOCKINGBIRD LANEBUILDING 7, SUITE 204MIDLAND, TX 79705
Business
3200 MOCKINGBIRD LANEBUILDING 7, SUITE 204MIDLAND, TX 79705
Edgar EIN
932099118
Edgar Recent Filings
13F-HR2026-05-15 · 0002011328-26-000003
13F-HR2026-02-12 · 0002011328-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
CRUNK, DANE, EDWARD
IAR · Executive Officer · 2.5%
4230207
Cade Allen Jones
IAR
6950923
CRESSINDA NASH HYATT
IAR
2877743
RAQUEL L PADILLA
IAR
5285150