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Lisa Carroll Pendley

Investment adviser representative at 8th Street Investments, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$166.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. 8th Street Investments, LLCOct 2008 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (DC, SC, VA).

8th Street Investments, LLC

$166.9MAssets managed
58Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5610268
Firm CRD
148727
Advisor's SEC record (opens in a new tab)
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