DC
CFP
DC
CFP

Dane Crunk

25 Years of Experience
Midland, TX

Dane Crunk is a CFP-designated registered investment advisor at Eight 31 Financial, LLC, based in Midland, TX, with 25 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
70 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$494.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.40%
$25.0M - $25.0M1.25%
$25M+1.25%

Fees are negotiable for accounts valued in excess of $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3200 Mockingbird Lane, Building 7, Suite 204, Midland, TX, 79705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dane is involved in numerous investment-related activities, including managing member of Crunk Family Interests LLC, member of SCRE Holdings LLC, chairman of KSS Acquisition LLC, member/owner of Syntal Capital Partners LLC and Eight 31 Capital LLC. He also serves as chairman of the board of directors for Smith Industries, an energy service company, and spends about half of his time as manager of Eight 31 Capital LLC.

Employment History
Current Registrations
Eight 31 Financial, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Syntal Capital Partners, LLC
May 2012 - September 2023 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - May 2012 · 11 yrs 4 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.