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 RIA organized as an LLC and owned by an individual. The firm registered with the SEC in 2024 and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
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 5
George Hall
Co-Founder and Managing PartnerCRD 5182368
Ken Anderson
Financial AdvisorCRD 5365588
Edward Stephens
Wealth Management AdvisorCRD 4324797
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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