CARLSON FINANCIAL, INC.
Legal name: 4:8 FINANCIAL
CRD #335831 SEC #801-134078 CANBY, OR 503-266-4848
SEC Registered
Total AUM
$301.3M
Discretionary
$299.2M
Employees
3
Clients
26
Accounts
1,788
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $301.3M | $299.2M | $2.1M | 3 | 0 |
| Oct 2025 | $301.3M | $299.2M | $2.1M | 2 | 0 |
| Aug 2025 | $0 | $0 | $0 | 1 | 0 |
| Jul 2025 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$301.3M
Discretionary$299.2M
Non-Disc.$2.1M
Employees3
Clients0
DateOct 2025
Total AUM$301.3M
Discretionary$299.2M
Non-Disc.$2.1M
Employees2
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0