DC
Dane E. Crunk
EIGHT 31 FINANCIAL
MIDLAND, TX 79705
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CRD#: 4230207
DC
Professional summary
Dane Edward Crunk, CFP®, CIMA®, who also goes by Dane E Crunk, is a registered financial advisor currently at EIGHT 31 FINANCIAL, LLC located in Midland, Texas.
Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Dane has worked at 4 firms and has passed the Series 66, Series 3, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dane E Crunk
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CRUNK FAMILY INTERESTS, LLC. INVESTMENT RELATED: YES. ADDRESS: 6600 E COUNTY RD 107, MIDLAND, TX 79706. POSITION: MANAGING MEMBER. NATURE: FAMILY INVESTMENT HOLDING COMPANY. PRIVATE EQUITY, OIL & GAS LPS. TIME SPENT: 1-2 HOURS PER MONTH, DURING TRADE HRS: NO. COMMENT: FROM TIME TO TIME, THIS ENTITY MAY INVEST ALONGSIDE EIGHT 31 CLIENTS AND/OR POTENTIAL CLIENTS. 2) SCRE HOLDINGS, LLC. INVESTMENT RELATED: YES. ADDRESS: 5600 GREENRIDGE BLVD, MIDLAND, TX 79707. NATURE: REAL ESTATE INVESTMENTS. POSITION: MEMBER. TIME SPENT: 8 HOURS PER MONTH, DURING TRADING HOURS: 0. START DATE: 04/2012. DUTIES: MANAGE AND MAINTAIN REAL ESTATE PROPERTIES. 3) SYNTAL BLACK GOLD, LP. NON INVESTMENT RELATED. 1901 HERITAGE BLVD, MIDLAND, TX 79707. LIMITED PARTNER SINCE 12/17/2014. REAL ESTATE, OIL & GAS PROPERTIES, AND PRIVATE COMPANY INVESTMENTS. SPEND APPROXIMATELY 2-3 HOURS PER MONTH, NONE OF THE TIME DURING SECURITY TRADING HOURS. 4) KSS ACQUISITION, LLC. INVESTMENT RELATED. 3601 STATE HWY 158, MIDLAND,TX 79706. CHAIRMAN OF LLC AND INVESTOR SINCE 1/2/2018. FORMED TO FACILITATE PRIVATE INVESTMENT INTO SMITH INDUSTRIES. SPEND APPROXIMATELY 10 HRS PER MONTH, NONE OF THE TIME DURING SECURITY TRADING HOURS. 5) SMITH INDUSTRIES. NON-INVESTMENT RELATED. ENERGY SERVICE COMPANY, 3601 E STATE HIGHWAY 158, MIDLAND, TX 79706. CHAIRMAN OF THE BOARD OF DIRECTORS. GUIDES BUSINESS DECISIONS MADE BY THE BOARD FOR OPERATION OF THE COMPANY. SINCE 1/2/2018, INVESTOR, SPEND APPROXIMATELY 40 HRS/MO; 10 HRS/MO DURING SECURITY TRADING HOURS. 6) CRUNK FAMILY, LP; VARIOUS INVESTMENTS; LIMITED PARTNER; STARTED 06/2019; APPROXIMATELY 8 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; DAY TO DAY MANAGEMENT RELATED TO INVESTMENTS IN REAL ESTATE, MANUFACTURING, SYNTAL GLOBAL HOLDINGS LP, LIVESTOCK, AND OIL & GAS WORKING INTERESTS, THE INVESTMENTS MAY AT TIMES INCLUDE INVESTMENTS ALONGSIDE CLIENTS; 6600 E COUNTY RD 107, MIDLAND, TX 79706 7) CRUNK FAMILY GP, LLC; VARIOUS INVESTMENTS; PRESIDENT; STARTED 06/2019; APPROXIMATELY 8 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; DAY TO DAY MANAGMENT RELATED TO INVESTMENTS IN REAL ESTATE, MANUFACTURING, SYNTAL GLOBAL HOLDINGS LP, LIVESTOCK, AND OIL & GAS WORKING INTERESTS, THE INVESTMENTS MAY AT TIMES INCLUDE INVESTMENTS ALONGSIDE CLIENTS; 6600 E COUNTY RD 107, MIDLAND, TX 79706. 8) SYNTAL CAPITAL PARTNERS, LLC. INVESTMENT RELATED: YES. ADDRESS: 1901 HERITAGE BLVD., MIDLAND, TX 79707. NATURE: INVESTMENT ADVISER. POSITION: MEMBER/OWNER. TIME SPENT: 2 HOURS PER MONTH, DURING TRADING HOURS: 0. START DATE: 05/2012. DUTIES: OWNERSHIP INTEREST IN FIRM. 9) EIGHT 31 CAPITAL, LLC. INVESTMENT RELATED: YES. 400 E LOOP 250 N, SUITE 117, MIDLAND, TEXAS, 79705. NATURE: MULTI-FAMILY OFFICE THAT PROVIDES NON-SECURITIES-RELATED SERVICES. POSITION: MEMBER/OWNER. TIME SPENT: 80 HOURS PER MONTH, DURING TRADING HOURS 60. START DATE: 04/2023. DUTIES: OWNERSHIP INTEREST IN, AND MANAGER OF, FIRM.
CRS (Client Relationship Summary) - RIA
Click below to view Dane Edward Crunk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
September 14, 2023 - Present
EIGHT 31 FINANCIAL, LLC
Office #1: 3200 Mockingbird Lane Building 7, Suite 204, Midland, TX 79705RIA
CRD#: 327632
MIDLAND, TX
Past
May 4, 2012 - September 11, 2023
SYNTAL CAPITAL PARTNERS, LLC
RIA
CRD#: 161954
MIDLAND, TX
Past
May 4, 2012 - December 3, 2012
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
MIDLAND, TX
Past
January 9, 2001 - May 8, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MIDLAND, TX
Past
August 15, 2000 - May 8, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MIDLAND, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
E3
EIGHT 31 FINANCIAL, LLC
EIGHT 31 FINANCIAL, LLC | EXODUS 20:2, LLC
CRD#: 327632 / SEC#: 801-128608
RIA
Registered Investment Advisory firm - (8/28/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
E3
EIGHT 31 FINANCIAL, LLC
EIGHT 31 FINANCIAL, LLC | EXODUS 20:2, LLC
CRD#: 327632 / SEC#: 801-128608
RIA
Registered Investment Advisory firm - (8/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Mockingbird Lane Building 7, Suite 204, Midland, TX 79705
Mailing Address
Phone number
(423) 282-0251
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 494,264,981 |
Red Flags
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