818 FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2025

Total AUM

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Firm details

Headquarters: AUSTIN, Texas
CRD number: 339082
Registered since: November 20, 2025
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

818 Family Office, LLC is organized as a limited liability company and is registered with the SEC as of 2025. Ownership is reported as a combination of a domestic entity and an individual, and the firm is identified in FINTRX as a capital allocator that works with third-party managers. It is listed as a related adviser to at least one other advisory entity. The firm combines advisory and broker-dealer/insurance activity: FINTRX records show it operates as a registered representative of a broker-dealer and as an insurance broker while offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its reported fee mix includes percentage of AUM, fixed fees, and commission-based compensation. The snapshot flags that 818 Family Office is not an active ESG investor and is not designated as a multi-state adviser.