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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EIGHT 31 FINANCIAL, LLC

CRD 327632

MIDLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5e91ba4-0f00-a6ad-63fb-1d41ff839db9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 9
On other graphs: 2
Observed: Jul 21, 2023 to Mar 31, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Eight 31 Financial, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Eight 31 Financial, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.06 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $532MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $346M
Private client RAUM: $495MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 122
High net worth clients: 71
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $17.5M
SEC number: 801-128608
CIK: 2011328
CRD: 327632
Filings on the tape: 8
First filed: Jul 21, 2023
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANE EDWARD CRUNK	Certified Financial Planner	MIDLAND, TX	3	25	2	no
Cade Allen Jones	n/a	MIDLAND, TX	3	11	1	no
RAQUEL L PADILLA	n/a	MIDLAND, TX	2	18	2	no
CRESSINDA NASH HYATT	Certified Financial Planner	Midland, TX	2	29	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRUNK FAMILY GP, LLC	GENERAL PARTNER	F	yes	07/2019	Sep 8, 2023	Aug 19, 2024
CRUNK FAMILY, LP	Member	E	yes	09/2023	Sep 8, 2023	Aug 19, 2024
CRUNK, DANE, EDWARD	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	Na	yes	09/2023	Sep 8, 2023	Aug 19, 2024
CRUNK, DANE, EDWARD	BENEFICIAL OWNER	D	yes	07/2019	Sep 8, 2023	Aug 19, 2024
CRUNK, DANE, EDWARD	SOLE MANAGER	E	yes	09/2023	Sep 8, 2023	Aug 19, 2024
CRUNK, SALLY, SMITH	LIMITED PARTNER	D	yes	07/2019	Sep 8, 2023	Aug 19, 2024
EIGHT 31 CAPITAL MANAGEMENT, LLC	SOLE MANAGER	F	yes	12/2023	Sep 8, 2023	Aug 19, 2024
EIGHT 31 PHOENIX, LLC	Owner	B	yes	12/2023	Mar 28, 2024	Aug 19, 2024
F&D KELLER FAMILY LIMITED PARTNERSHIP, LTD.	Member	D	yes	12/2023	Mar 28, 2024	Aug 19, 2024
FRANKIE L KELLER II 2014 TRUST	LIMITED PARTNER	C	yes	12/2015	Mar 28, 2024	Aug 19, 2024
KELLER, FRANKIE, LEALLEN	Trustee	F	yes	12/2015	Mar 28, 2024	Aug 19, 2024
KELLER, FRANKIE, LEALLEN	Trustee	F	yes	12/2015	Mar 28, 2024	Aug 19, 2024
KELLER, FRANKIE, LEALLEN	Trustee	F	yes	12/2015	Mar 28, 2024	Aug 19, 2024
KIRSTY LEA KELLER 2014 TRUST	LIMITED PARTNER	C	yes	12/2015	Mar 28, 2024	Aug 19, 2024
MELISSA BAKER 2014 TRUST	LIMITED PARTNER	C	yes	12/2015	Mar 28, 2024	Aug 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SYNTAL CAPITAL PARTNERS, LLC	n/a	Former SEC adviser	$60.3M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$532M	$346M	5	4	3	n/a
2024	Mar 31, 2025	$494M	$333M	4	3	4	n/a
2023	Mar 28, 2024	$351M	$351M	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$532M	$494M	7.7%	n/a	n/a	5	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SYNTAL CAPITAL PARTNERS, LLC	2	Sep 11, 2023	Mar 15, 2024	MIDLAND, TX	Team lift out	RIA to new firm	40.0%

Relationships

Affiliated with (2)

→ SYNTAL CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SYNTAL CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (4)

← CRESSINDA NASH HYATTAdvisorregistration: current employment
Apr 11, 2024 to presentfactForm ADV
← RAQUEL L PADILLAAdvisorregistration: current employment
Mar 15, 2024 to presentfactForm ADV
← DANE EDWARD CRUNKAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV
← Cade Allen JonesAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV

Controls (11)

← CRUNK, DANE, EDWARDOwnerBENEFICIAL OWNER, ownership code D, individual
Sep 8, 2023 to Aug 19, 2024factForm ADV
← CRUNK, SALLY, SMITHOwnerLIMITED PARTNER, ownership code D, individual
Sep 8, 2023 to Aug 19, 2024factForm ADV
← KELLER, FRANKIE, LEALLENOwnerTRUSTEE, ownership code F, individual
Mar 28, 2024 to Aug 19, 2024factForm ADV
← CRUNK FAMILY GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Sep 8, 2023 to Aug 19, 2024factForm ADV
← CRUNK FAMILY, LPOwnerMEMBER, ownership code E, domestic entity
Sep 8, 2023 to Aug 19, 2024factForm ADV
← EIGHT 31 CAPITAL MANAGEMENT, LLCOwnerSOLE MANAGER, ownership code F, domestic entity
Sep 8, 2023 to Aug 19, 2024factForm ADV
← EIGHT 31 PHOENIX, LLCOwnerOWNER, ownership code B, domestic entity
Mar 28, 2024 to Aug 19, 2024factForm ADV
← F&D KELLER FAMILY LIMITED PARTNERSHIP, LTD.OwnerMEMBER, ownership code D, domestic entity
Mar 28, 2024 to Aug 19, 2024factForm ADV
← FRANKIE L KELLER II 2014 TRUSTOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 28, 2024 to Aug 19, 2024factForm ADV
← KIRSTY LEA KELLER 2014 TRUSTOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 28, 2024 to Aug 19, 2024factForm ADV
← MELISSA BAKER 2014 TRUSTOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 28, 2024 to Aug 19, 2024factForm ADV

Moved with (1)

← SYNTAL CAPITAL PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Sep 11, 2023 to Mar 15, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Eight 31 Financial, Llc reported RAUM $494.3M, up 41% from $350.5M (2024-08-19 to 2025-03-31)
Form ADVobserved 4 days ago
$144M
Occurred
Mar 28, 2024
Regulatory AUM changed
Eight 31 Financial, Llc reported RAUM $350.5M, up 97% from $177.8M (2023-11-07 to 2024-03-28)
Form ADVobserved 4 days ago
$173M
Occurred
Mar 28, 2024
Control person joined
Leallen Frankie Keller (Trustee) appeared on Schedule A of Eight 31 Financial, Llc
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Team lift-out
2 advisors left Syntal Capital Partners, LLC (Midland, TX) for Eight 31 Financial, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 8, 2023
Succession filed (Item 4)
Exodus 20:2, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Control person joined
Edward Dane Crunk (Managing Partner & Chief Compliance Officer) appeared on Schedule A of Eight 31 Financial, Llc
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Control person joined
Smith Sally Crunk (Limited Partner) appeared on Schedule A of Eight 31 Financial, Llc
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Control person left
Rick Christopher Smith (Sole Member And Chief Compliance Officer) no longer on Schedule A of Eight 31 Financial, Llc (listed 2023-07-27, absent 2023-09-08)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2023
First Form ADV filing
Exodus 20:2, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5e91ba4-0f00-a6ad-63fb-1d41ff839db9
First observed: Jul 21, 2023
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EIGHT 31 FINANCIAL, LLC

CRD 327632

MIDLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5e91ba4-0f00-a6ad-63fb-1d41ff839db9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANE EDWARD CRUNK

Certified Financial Planner

MIDLAND, TX

Cade Allen Jones

n/a

MIDLAND, TX

RAQUEL L PADILLA

n/a

MIDLAND, TX

CRESSINDA NASH HYATT

Certified Financial Planner

Midland, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRUNK FAMILY GP, LLC

GENERAL PARTNER

yes

07/2019

Sep 8, 2023

Aug 19, 2024

CRUNK FAMILY, LP

Member

yes

09/2023

Sep 8, 2023

Aug 19, 2024

CRUNK, DANE, EDWARD

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

09/2023

Sep 8, 2023

Aug 19, 2024

CRUNK, DANE, EDWARD

BENEFICIAL OWNER

yes

07/2019

Sep 8, 2023

Aug 19, 2024

CRUNK, DANE, EDWARD

SOLE MANAGER

yes

09/2023

Sep 8, 2023

Aug 19, 2024

CRUNK, SALLY, SMITH

LIMITED PARTNER

yes

07/2019

Sep 8, 2023

Aug 19, 2024

EIGHT 31 CAPITAL MANAGEMENT, LLC

SOLE MANAGER

yes

12/2023

Sep 8, 2023

Aug 19, 2024

EIGHT 31 PHOENIX, LLC

Owner

yes

12/2023

Mar 28, 2024

Aug 19, 2024

F&D KELLER FAMILY LIMITED PARTNERSHIP, LTD.

Member

yes

12/2023

Mar 28, 2024

Aug 19, 2024

FRANKIE L KELLER II 2014 TRUST

LIMITED PARTNER

yes

12/2015

Mar 28, 2024

Aug 19, 2024

KELLER, FRANKIE, LEALLEN

Trustee

yes

12/2015

Mar 28, 2024

Aug 19, 2024

KELLER, FRANKIE, LEALLEN

Trustee

yes

12/2015

Mar 28, 2024

Aug 19, 2024

KELLER, FRANKIE, LEALLEN

Trustee

yes

12/2015

Mar 28, 2024

Aug 19, 2024

KIRSTY LEA KELLER 2014 TRUST

LIMITED PARTNER

yes

12/2015

Mar 28, 2024

Aug 19, 2024

MELISSA BAKER 2014 TRUST

LIMITED PARTNER

yes

12/2015

Mar 28, 2024

Aug 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SYNTAL CAPITAL PARTNERS, LLC

n/a

Former SEC adviser

$60.3M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$532M

$346M

n/a

2024

Mar 31, 2025

$494M

$333M

n/a

2023

Mar 28, 2024

$351M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$532M

$494M

7.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SYNTAL CAPITAL PARTNERS, LLC

Sep 11, 2023

Mar 15, 2024

MIDLAND, TX

Team lift out

RIA to new firm

40.0%