1808 Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated March 25, 2026, reports $645M in regulatory assets under management, 5 employees, and 1,103 accounts.
Assets Under Management
$645M
Employees
5
Offices
--
Total Clients
272
Primary office
GREENSBORO, NC
5 CORPORATE CENTER CT, SUITE 100, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.5% of total clients.
Top client categories% of clientsClients
1
Individuals
55.5%
151
2
HNWI
41.5%
113
3
Corporations
1.5%
4
4
Charitable
1.1%
3
5
Banks
0.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$645Mas of March 25, 2026
Discretionary99.9%
$644M
100% of total RAUM99.9%
Non-discretionary0.1%
$573K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$645M
Total Accounts1,103
10Y AUM Change+$645M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.