← Tributary

FIGURE 8 INVESTMENT STRATEGIES LLC

BOISE, ID · CRD 282973 · IAPD ↗ · (208) 385-0078

$233.4MRegulatory AUM
7Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — FIGURE 8 INVESTMENT STRATEGIES LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — FIGURE 8 INVESTMENT STRATEGIES LLC now reports custody of client assets ($41.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — FIGURE 8 INVESTMENT STRATEGIES LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
October 2024 — FIGURE 8 INVESTMENT STRATEGIES LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — FIGURE 8 INVESTMENT STRATEGIES LLC reported RAUM up 25% ($132.7M -> $166.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.