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8 Th Street Investments, LLC (Alexandria)


8 Th Street Investments, LLC is an adviser based in Alexandria. It manages $47.43 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of District of Columbia and Virginia.

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8 Th Street Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

8 Th Street Investments: assets under management

The assets under management (AUM) of 8 Th Street Investments, LLC is $47.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $483.99 thousand each.
8 Th Street Investments has custody of $51.09 million in cash and securities for 35 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 8 Th Street Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alexandria

The principal office where 8 Th Street Investments, LLC performs its advisory services is located at 108 N. Payne Street, 2 Nd Floor, Alexandria, VA 22314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (703) 519-0962 or by fax (703) 519-0974. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at 8thstreetllc.com.


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