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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

818 FAMILY OFFICE, LLC

CRD 339082

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a34102f5-9bbb-ee53-63be-cd31d740f62c

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: Oct 20, 2025 to May 19, 2026
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

818 Family Office, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 3
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-134787
CRD: 339082
Filings on the tape: 3
First filed: Oct 20, 2025
Latest filed: May 19, 2026
Organised: Limited Liability Company, TX

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PENFIELD, TRAVIS, Jordan	Ceo	E	yes	10/2025	May 19, 2026	May 19, 2026
TL2H VENTURES, LLC	Owner	E	yes	03/2025	May 19, 2026	May 19, 2026
WINSKOWSKI, LUCAS, WALTER MILLER	President	Na	yes	10/2025	May 19, 2026	May 19, 2026
WOHLGEMUTH, DANIEL, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	Na	yes	10/2025	May 19, 2026	May 19, 2026
PHILLIPS, CLINTON, G	Owner	B	no	03/2025	May 19, 2026	May 19, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$0	$0	2	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Registered with (3)

← HUNTER Ray LLOYDAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← LUCAS WALTER MILLER WINSKOWSKIAdvisorregistration: current employment
Feb 6, 2026 to presentfactForm ADV
← TRAVIS Jordan PENFIELDAdvisorregistration: current employment
Nov 23, 2025 to presentfactForm ADV

Controls (4)

← WOHLGEMUTH, DANIEL, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 19, 2026 to presentfactForm ADV
← WINSKOWSKI, LUCAS, WALTER MILLEROwnerPRESIDENT, ownership code NA, individual
May 19, 2026 to presentfactForm ADV
← TL2H VENTURES, LLCOwnerOWNER, ownership code E, domestic entity
May 19, 2026 to presentfactForm ADV
← PENFIELD, TRAVIS, JordanOwnerCEO, ownership code E, individual
May 19, 2026 to presentfactForm ADV

Owns (1)

← PHILLIPS, CLINTON, GOwnerOWNER, ownership code B, individual
May 19, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a34102f5-9bbb-ee53-63be-cd31d740f62c
First observed: Oct 20, 2025
Last observed: May 19, 2026 4 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.

818 FAMILY OFFICE, LLC

CRD 339082

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a34102f5-9bbb-ee53-63be-cd31d740f62c

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PENFIELD, TRAVIS, Jordan

Ceo

yes

10/2025

May 19, 2026

TL2H VENTURES, LLC

Owner

yes

03/2025

May 19, 2026

WINSKOWSKI, LUCAS, WALTER MILLER

President

yes

10/2025

May 19, 2026

WOHLGEMUTH, DANIEL, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

10/2025

May 19, 2026

PHILLIPS, CLINTON, G

Owner

03/2025

May 19, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a