Investment adviser · CRD 335831
4:8 FINANCIAL
Investment adviser filing (IA)
CARLSON FINANCIAL, INC.
CANBY, OR, United States · Form ADV filed Apr 8, 2026
- Regulatory AUM
- $318M Form ADV · Item 5.F
- Client accounts
- 1,884 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 752 | $156,105,000 | 49.1% |
| High-net-worth individuals | 69 | $143,628,000 | 45.2% |
| Retirement plans | 6 | $17,454,000 | 5.5% |
| Corporations & businesses | Fewer than 5 | $508,000 | 0.2% |
| Charities | Fewer than 5 | $257,000 | 0.1% |
Filing source
Form ADV 2088607 · Apr 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
266 NORTHWEST 1ST AVECANBY, OR, 97013, United States
CRD 335831
Filing source
Form ADV 2088607 · Apr 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.