DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
1818 Private Client Group, LLC
Latest filing Jan 30, 2026
First filing on the tape May 6, 2025 · 4 filings
SEC status approved since May 7, 2025
RAUM
$115M
reported, Item 5.F
Discretionary
71%
of RAUM
Private clients
100%
$115M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$57.7M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$115M as of Jan 30, 2026
May 6, 2025$108M then
HNW client RAUM$112M as of Jan 30, 2026
May 6, 2025$104M then
State-registered IARs (5.B.3)3 as of Jan 30, 2026
May 6, 20252 then
Employees (5.A)3 as of Jan 30, 2026
May 6, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jan 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $57.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 11derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.0MderivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 71%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$112M97%
- Individuals$3.6M3.1%
- Individual clients
- 6reported
- HNW clients
- 16reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 59reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Zvika Nmn Feldman | Aventura, Fl | Sep 17, 2021 | 19 y | 1 |
| Bilay Ozgun | Aventura, Fl | Sep 3, 2025 | 10 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Rosario Milagros Camejo Adrian to Bci Securities, Inc.Jul 29, 2025 · RIA to RIA
- Ron Yosef Eisner to Hightower Advisors, LLCJun 22, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- Bilay Ozgun from Miura Investment Advisors, IncSep 3, 2025 · Other
- Zvika Nmn Feldman from Valley Financial Management, Inc.Sep 17, 2021 · Affiliated broker-dealer or bank to independent RIA
- Ron Yosef Eisner from Valley Financial Management, Inc.Jul 25, 2019 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Nmn Zvika Feldman · Managing Principal/Chief Compliance Officercontrolsince 10/2021 · owns 10% to 25%
Entity owners
- 1818 Holdings LLC · Ownerdirect · owns 75% or more
- Apr18 LLC · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Aventura, Fl · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $75.0M to $82.5MSep 24, 2025 to Jan 30, 2026
- HNW RAUM · $104M to $112MSep 24, 2025 to Jan 30, 2026
- RAUM · $108M to $115MSep 24, 2025 to Jan 30, 2026
- Advisory employees · 1 to 2Jun 10, 2025 to Sep 24, 2025
- Employees · 2 to 3Jun 10, 2025 to Sep 24, 2025
- State-registered IARs · 2 to 3Jun 10, 2025 to Sep 24, 2025
- Financial planning clients · unset to May 6, 2025 to Jun 10, 2025
Signals
2 dated events
- Rosario Milagros Camejo Adrian left 1818 Private Client Group, Llc for Bci Securities, Inc. (registered 2025-08-13)Jul 29, 2025 · Advisor changed firm · fact
- Ron Yosef Eisner left 1818 Private Client Group, Llc for Hightower Advisors, Llc (registered 2022-09-29)Jun 22, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@1818pcg.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 305-684-8331reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/1818privateclientgroupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- 1818pcg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (305) 684-8331reportedpublic record, Form ADV, Jan 30, 2026
- Contact form
- 1818pcg.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $57.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026