1808 Capital Partners

RIASEC RegisteredEst. 2024
Total AUM
$645M
Discretionary
$644M
100% of AUM
Avg account
$584K
Accounts
1,103
Employees
5
Advisory reps
4

Firm details

Headquarters
Greensboro, North Carolina
CRD number
332702
Registered since
October 31, 2024
Website
www.1808capital.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.71%
  • Individuals9.29%
  • Corporations / Businesses4.29%
  • Charitable Organizations0.5%
  • Banking / Thrift Institutions0.21%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

1808 Capital Partners is an independent, LLC-structured registered investment adviser that appears to position itself as a hybrid advisory practice serving both individual/family and institutional clients. The firm registered with the SEC in 2024 and is owned by an individual. Its advisory offerings focus on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges asset-based fees and also uses hourly and fixed-fee arrangements. The firm is not designated as a capital allocator and is not flagged as an ESG-active or multi-state adviser. Its public filings indicate it does not act as a pension consultant or a related adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 13%, Public Funds/Mutual Funds 12%, Private Funds 3%, Non-Exchange Traded Equities 1%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents13%
  • Public Funds/Mutual Funds12%
  • Private Funds3%
  • Non-Exchange Traded Equities1%

Contacts

3 of 4
  • David Anderson

    David Anderson

    Managing PartnerCRD 4348821

  • George Hall

    George Hall

    Co-Founder and Managing PartnerCRD 5182368

  • William Peeler

    William Peeler

    Financial AdvisorCRD 2272665

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 65

Active vs passive

$12.5M in ETFs

Passive

84%

$10.5M

Active

3%

$2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI)VanguardPassiveForeign Large Value$2.2M21,98817.27%
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Location

Primary office

Greensboro, NC

Guilford

Location

Greensboro, NC

Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Guilford
Address
5 Corporate Center Ct
Time zone
ET (UTC-5)
Office locations

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