AdFi
8S

8TH STREET INVESTMENTS, LLC

SEC Registered
ALEXANDRIA, VAhttps://8thstreetllc.com(703) 519-0962
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
206

About the firm

8th Street Investments is a registered investment advisor based in the Washington, D.C.-metro area, formed to provide professional financial planning and investment management at reasonable fees. The firm is committed to providing customized advice and service that is independent and solely client-focused.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Financial PlanningInvestment ManagementRegistered Investment AdvisorIndependent Advice

Services

Financial planning and investment management.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)23$6.8M
High Net Worth Individuals35$158M

0 total clients reported on Form ADV.

Leadership

Lisa Carroll Pendley
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER
Michael Edward Shea
MANAGING MEMBER / CHIEF INVESTMENT OFFICER

Office locations

1 office in 1 state
VA
ALEXANDRIAHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#148727
SEC Number
801-121413
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Asset tierAnnual rate
First $2,000,0001.00%
Next $3,000,0000.75%
Above $5,000,0000.50%

Data as of March 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 8TH STREET INVESTMENTS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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