1808 Capital Partners

What 1808 Capital Partners does

1808 Capital Partners is a privately held, boutique investment advisory firm headquartered in Greensboro, North Carolina. Founded in 2017 by David C. Anderson and George L. Hall II — both formerly of Merrill Lynch — the firm operates as an independent practice affiliated with Raymond James, a major broker-dealer that provides back-office, research, and trading infrastructure. The firm is registered with the U.S. Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. It employs five people across advisory, operations, and client relations functions, and serves clients across the Southeast U.S.

The firm delivers a team-based, consultative wealth management platform built around Portfolio Management as the core service, augmented by six specialized modules: Financial Planning, Retirement Planning, Estate / Charitable Giving & Trust, Education Planning, Investment Solutions (covering traditional and alternative vehicles), and Alternative Investments. The service mix is delivered through personalized engagements rather than packaged products, with fees disclosed via Form ADV Part 2A and governed by individual Advisory Agreements. Technology infrastructure is outsourced to Raymond James (client portal, compliance, research), and the firm does not develop proprietary technology.

1808 Capital Partners targets seven client segments: Business Owners, Endowments & Foundations, Families & Individuals, Healthcare Professionals, Retirees, Sudden Wealth recipients, and Women Investors. Revenue is generated through recurring investment advisory fees on assets under management, with the firm's go-to-market relying on direct consultations, referral-based relationship selling, and a content-driven website rather than digital marketing or channel partnerships. No revenue, AUM, funding, or ownership data beyond the founder partnership with Raymond James is publicly disclosed.

Name

1808 Capital Partners

Legal name

1808 Capital Partners

Website

https://1808capital.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

1808 Capital Partners is a Greensboro, NC-based boutique investment advisory firm founded in 2017, operating as an SEC-registered independent practice affiliated with Raymond James. It serves individuals, families, business owners, healthcare professionals, retirees, endowments, and foundations in the Southeast U.S. with personalized portfolio management and financial planning.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Portfolio management

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: The firm generates revenue through investment advisory fees charged to clients for portfolio management and financial planning services. Registered as an investment adviser with the SEC pursuant to the Investment Advisers Act of 1940. Fee structure likely includes AUM-based fees and/or flat fees for financial planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

1808 Capital Partners is a boutique investment advisory firm providing personalized portfolio management, comprehensive financial planning, retirement planning, estate and trust planning, education planning, and investment solutions including alternative investments. Services are delivered on a team basis under formal Advisory Agreements to individuals, families, business owners, healthcare professionals, retirees, sudden wealth recipients, women investors, and institutional clients such as endowments and foundations.

Product overview

1808 Capital Partners is a boutique investment advisory firm offering a unified wealth management platform centered on personalized financial planning and investment management. The core service is Portfolio Management, complemented by six specialized service modules: Investment Solutions (alternative and traditional investment guidance), Financial Planning, Retirement Planning, Estate/Charitable Giving & Trust, Education Planning, and Alternative Investments. The firm serves diverse client segments including individuals, families, business owners, healthcare professionals, retirees, endowments/foundations, women investors, and sudden wealth recipients. The integrated approach combines comprehensive financial planning with disciplined investment strategies tailored to each client's unique circumstances.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Boutique investment management with customized portfolio construction, asset allocation, risk management, and ongoing portfolio review aligned with individual client preferences.
• Financial Planning
• Retirement Planning
• Estate, Charitable Giving & Trust
• Education Planning
• Investment Solutions
• Alternative Investments

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Raymond JamescoreChannel Partner/ Reseller/ Distributor · 1 January 20171808 Capital Partners operates as an independent practice affiliated with Raymond James, a major financial services firm. The firm joined Raymond James in 2017 when David Anderson and George Hall II formed the independent practice. Raymond James provides the firm with access to institutional resources, research, trading capabilities, and compliance infrastructure while the practice maintains operational independence.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Focus Financial Partners: Partnership model platform supporting a network of independent RIAs with shared infrastructure, capital, and advisory resources. Operates as a direct competitor/aggregator in the same boutique RIA category where 1808 competes.
• Mercer Advisors: National RIA providing wealth management, estate planning, and investment advisory services with a focus on personalized holistic planning. Similar boutique-style positioning scaled through acquisitions, competing for the same HNW segment.
• Hightower Advisors: Large partnership of boutique RIAs providing wealth management, financial planning, and institutional consulting. Operates a similar team-based, affiliation-style model that competes directly with 1808 for high-net-worth clients and advisor talent.
• Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, estate, and tax services to individuals and institutions. Directly comparable service mix and clientele, though at substantially greater scale.
• Moneta Group: Independent RIA providing fee-only financial planning, investment management, and retirement plan services. Comparable holistic planning approach targeting HNW individuals and business owners.
• Carson Group: Wealth management firm offering financial advisors a partnership platform with technology, marketing, and back-office support. Directly comparable in serving independent advisors seeking affiliation-style support similar to 1808's Raymond James model.
• Wealth Enhancement Group: Independent wealth management firm serving individuals, families, and institutions with financial planning and investment advisory services. Comparable full-service model competing for the same HNW and institutional clients.
• Captrust: Independent RIA providing investment advisory and fiduciary services to individuals, families, and institutions including endowments/foundations. Direct overlap in target client segments and core service lines.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the US offering wealth management, financial planning, and institutional services. Operates broadly in the same category as 1808 but with national scale and integrated technology platform.
• Raymond James Financial Services: Parent-affiliated broker-dealer whose independent-contractor channel 1808 operates within. Comparable offering in investment advisory and wealth management but at enterprise scale, and serves as both platform partner and indirect competitor for client acquisition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/1808Capital
• LinkedInlinkedin.com/company/1808capital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 1808 Capital Partners