This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$645MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$644M

Private client RAUM

$612MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,103

Individual clients

151

High net worth clients

113

Custody, client assets

$65.1M

SEC number

801-131397

CRD

332702

Filings on the tape

5

First filed

Oct 1, 2024

Latest filed

May 27, 2026

Organised

Limited Liability Company, NC

Website

1808capital.com

• Occurred

  Nov 7, 2024
  Team lift-out

  4 advisors left Raymond James Financial Services Advisors, Inc (Greensboro, NC) for 1808 Capital Partners a day apart

  Form ADVobserved 5 days ago
  4 advisors
• Occurred

  Oct 1, 2024
  First Form ADV filing

  1808 Capital Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2742d311-0d12-230d-e917-abe54fc9308a

First observed

Oct 1, 2024

Last observed

May 27, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.