1808 Capital Partners
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
FINTRXOverview
1808 Capital Partners is an independent, individually owned limited liability advisory firm that registered with the SEC in 2024. The firm positions itself as a fee-based adviser serving both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its charging model is a mix of asset-based fees, hourly billing, and fixed-fee engagements. 1808 Capital Partners does not advertise an ESG investing focus and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds12%
- Private Funds3%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$13.8M in ETFs
87%
$12M
5%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI) | Vanguard | Passive | Foreign Large Value | $2.2M | 21,988 | 16.09% |
Location
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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