1808 CAPITAL PARTNERS
SEC RegisteredAn Elevated Advisory Experience
About the firm
1808 Capital Partners offers a team approach to financial planning, providing customized services for discerning clients. The firm works to understand each client's unique circumstances and creates a distinctive plan that serves as a roadmap for their financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Alternative investments, education planning, estate and charitable giving and trust, financial planning, investment solutions, portfolio management, and retirement planning.
Who they serve
Business owners, endowments and foundations, families and individuals, healthcare professionals, retirees, individuals experiencing sudden wealth, and women investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 151 | $60M |
| High Net Worth Individuals | 113 | $552M |
| Investment Companies | 1 | — |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1808 CAPITAL PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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