Eight 31 Financial, Llc
- Regulatory AUM
- $532M
- Discretionary
- $346M
- Clients
- 74
- Avg AUM / client
- $7.2M
- Accounts
- 122
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 71 | $495M | 92.9% |
| Pooled investment vehicles (non-investment companies) | 3 | $32.8M | 6.16% |
| Other | Fewer than 5 clients | $5.0M | 0.95% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keller, Frankie, Leallen | Trustee | Dec 2015 (11y) | GP / trustee / elected manager of Frankie L Keller Ii 2014 Trust (indirect) | |
| Crunk, Sally, Smith | Limited Partner | Jul 2019 (7y) | ≈ 37.5% – 75% via Crunk Family, Lp | |
| Dane Edward Crunk | Managing Partner & Chief Compliance Officer | CFP | Jul 2019 (7y) | ≈ 37.5% – 75% via Crunk Family, Lp |
| Cade Allen Jones | Registered representative | Sep 2023 (3y) | ||
| Raquel L Padilla | Registered representative | Mar 2024 (2y) | ||
| Cressinda Nash Hyatt | Registered representative | CFP | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crunk Family, Lp | Member | Sep 2023 | A | 75% or more |
| Eight 31 Phoenix, Llc | Owner | Dec 2023 | A | 10% – 25% |
| F&D Keller Family Limited Partnership, Ltd. | Member | Dec 2023 | B | ≈ 5% – 18.75% via Eight 31 Phoenix, Llc |
| Frankie L Keller Ii 2014 Trust | Limited Partner | Dec 2015 | B | ≈ 1.25% – 9.38% via F&D Keller Family Limited Partnership, Ltd. |
| Kirsty Lea Keller 2014 Trust | Limited Partner | Dec 2015 | B | ≈ 1.25% – 9.38% via F&D Keller Family Limited Partnership, Ltd. |
| Melissa Baker 2014 Trust | Limited Partner | Dec 2015 | B | ≈ 1.25% – 9.38% via F&D Keller Family Limited Partnership, Ltd. |
| Crunk Family Gp, Llc | General Partner | Jul 2019 | B | GP / trustee / elected manager of Crunk Family, Lp (indirect) |
| Eight 31 Capital Management, Llc | Sole Manager | Dec 2023 | B | GP / trustee / elected manager of Eight 31 Phoenix, Llc (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crunk, Sally, Smith: 50% – 75% of Crunk Family, Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Dane Edward Crunk: 50% – 75% of Crunk Family, Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
- F&D Keller Family Limited Partnership, Ltd.: 50% – 75% of Eight 31 Phoenix, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Frankie L Keller Ii 2014 Trust: 25% – 50% of F&D Keller Family Limited Partnership, Ltd. × 50% – 75% of Eight 31 Phoenix, Llc × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
- Kirsty Lea Keller 2014 Trust: 25% – 50% of F&D Keller Family Limited Partnership, Ltd. × 50% – 75% of Eight 31 Phoenix, Llc × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
- Melissa Baker 2014 Trust: 25% – 50% of F&D Keller Family Limited Partnership, Ltd. × 50% – 75% of Eight 31 Phoenix, Llc × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $442M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗