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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$115MItem 5.F on the latest filing (2026-01-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$82.5M

Private client RAUM

$115MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$57.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

59

Individual clients

6

High net worth clients

16

SEC number

801-132124

CRD

304110

Filings on the tape

4

First filed

May 6, 2025

Latest filed

Jan 30, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jul 29, 2025
  Advisor changed firm

  Rosario Milagros Camejo Adrian left 1818 Private Client Group, Llc for Bci Securities, Inc. (registered 2025-08-13)

  Form ADVobserved 6 days ago
• Occurred

  Jun 22, 2022
  Advisor changed firm

  Ron Yosef Eisner left 1818 Private Client Group, Llc for Hightower Advisors, Llc (registered 2022-09-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4da8b629-4d17-23b6-44f4-7345a104eae4

First observed

May 6, 2025

Last observed

Jan 30, 2026 7 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.