RIA Intel›Advisers›Arkansas›FIVE8 FINANCIAL LLC

FIVE8 FINANCIAL LLC

Advisory

ROGERS, AR

Data as of May 19, 2026 · Source: SEC Form ADV

Average account

$586K

across 8 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, KS, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AR

Closest by assets under management. All figures from Form ADV.

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WHITE RIVER CAPITAL ADVISORS, LLC

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JOHNSON STRATEGIC INVESTMENT ADVISORS, LLC

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-5.2% 1Y

ANTOINE WEALTH MANAGEMENT, LLC

$4M

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