Eight 31 Financial LLC
Eight 31 Financial LLC is a registered investment adviser headquartered in Midland, Texas. The firm was established in 2023 and has a small team of 4 employees, primarily investment professionals. Eight 31 Financial provides asset management and advisory services, primarily serving high-net-worth individuals and institutional clients.
Investment Strategy
Eight 31 Financial LLC manages diversified portfolios predominantly consisting of US equities, ETFs, and fixed income securities. Their approach is rooted in building broadly balanced portfolios using transparent, liquid securities, adjusting exposures dynamically based on market conditions. The firm focuses on both value and growth strategies, tailored to client risk profiles, seeking to balance return potential with prudent risk management.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 9.78% | $14.8M | 149,320 | $99.02 | $99.20 | -$1.1M |
V VOO | VANGUARD INDEX FDS | 7.55% | $11.4M | 20,137 | $436.80 | $568.03 | +$830.3K |
H HPK | HIGHPEAK ENERGY INC | 5.45% | $8.2M | 841,818 | $14.29 | $9.80 | -$2.4M |
I IBTJ | ISHARES TR | 5.12% | $7.8M | 353,686 | $21.77 | $21.92 | -$455.8K |
I IBTI | ISHARES TR | 5.12% | $7.8M | 346,647 | $22.25 | $22.36 | -$421.0K |