Think818, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289452
- Website
- think818.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals61.27%
- HNWI38.73%
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Think818, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of advisory services including financial planning, selection of other advisors, and educational seminars. Think818, LLC is recognized as a capital allocator, indicating its role in directing investments to various asset managers. The firm does not actively engage in ESG investing and is not classified as a multi-state advisor.
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
- Public Funds/Mutual Funds53%
- Exchange Traded Equities43%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Other1%
Contacts
1 of 1
Keith Chapman
OwnerCRD 2827556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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