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4:8 FINANCIAL

CANBY, OR · CRD 335831 · IAPD ↗ · 48financial.com · 503-266-4848

$318.0MRegulatory AUM
4Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — 4:8 FINANCIAL notice-filed in AZ, CA, ID, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2026 — 4:8 FINANCIAL grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
98
December 2025 — 4:8 FINANCIAL (CANBY, OR) is newly SEC-registered with $301.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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