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, 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
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%
Contacts
3 of 4
David Anderson
Managing PartnerCRD 4348821
George Hall
Co-Founder and Managing PartnerCRD 5182368
William Peeler
Financial AdvisorCRD 2272665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$12.5M in ETFs
84%
$10.5M
3%
$2M
| 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 | 17.27% |
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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