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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2024
- Office Locations
- 1
Office Locations
About 1618 Advisors LLC
1618 Advisors is a Charlotte, NC-based RIA providing financial planning, tactical investment management, estate planning, and insurance guidance. Led by Managing Principal Dan Preslar, CMT, the firm uses systematic, technical-analysis-informed strategies aimed at capturing market opportunities while managing downside risk. Clients can collaborate through eMoney and custody assets via Charles Schwab’s Schwab Alliance platform.
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Owner & Executives
DANIEL ROBINSON PRESLAR
Chief Compliance Officer, Managing Principal, Owner
- CRD
- #4678872
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,002,962,842 | 11.9% |
| Equity - Exchange | $1,550,799,689 | 18.4% |
| Cash | $1,222,097,581 | 14.5% |
| Municipal Bonds | $3,017,316,785 | 35.8% |
| U.S. Government/Agency | $1,635,082,280 | 19.4% |
| Total | $8,428,259,177 | 100.0% |