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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Delta pathwayEagle legacy
- Established Date
- 10-31-2024
- Office Locations
- 1
Office Locations
About 1808 Capital Partners
1808 Capital Partners is a Greensboro, NC wealth management firm serving individuals and families, business owners, retirees, healthcare professionals, and endowments and foundations. The team provides financial planning and portfolio management, including retirement, education, and estate/charitable planning, plus alternative investment solutions. The firm custodies with Raymond James and offers clients access through the Raymond James portal.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID CHARLES ANDERSON
CHIEF OPERATING OFFICER, Managing Partner
- CRD
- #4348821
- Ownership
- 50% but less than 75%
GEORGE LINWOOD HALL II
Chief Compliance Officer, Managing Partner
- CRD
- #5182368
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KEN SHEETZ ANDERSON III
--
- CRD
- #5365588
WILLIAM R PEELER JR
--
- CRD
- #2272665
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $643,983,735 | $584,377 |
| Non-Discretionary | $573,150 | $573,150 |
| Total | $644,556,885 | $584,367 |
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Separately Managed Accounts
Total SMA Asset: $644,556,885
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $347,801,440 | 6.6% |
| Cash | $1,190,956,447 | 22.6% |
| Public Funds | $1,106,640,946 | 21.0% |
| Private Funds | $1,275,271,948 | 24.2% |
| Equity - OTC | $1,349,048,011 | 25.6% |
| Total | $5,269,718,792 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FUSION | UNISON PATHWAY | SK7DJPN0P | KNQAP | 8.56% | $34,693,595 |
| ZENITH RIDGE | FOCUS VITAL | UKZF6JXE2 | SIO | 2.68% | $29,139,946 |
| SIGNAL ATLAS | CATALYST INSIGHT | BRW1Z2V2X | VZGN | 10.27% | $96,265,659 |
| PIONEER MERIDIAN | FOCUS INSIGHT | 6VA5I29TY | KCXC | 2.92% | $47,673,991 |
| ZENITH MATRIX | FUSION INSIGHT | T9XHD2MJR | UXNW | 6.97% | $25,373,343 |
| LEGACY BEACON | VECTOR OAK | UDXKNTLYC | EAWG | 12.03% | $11,201,093 |
| SIGNAL BRIDGE NORTH | SIGNAL HARBOR | SOBVW0TLI | UKR | 3.09% | $2,885,541 |
| VECTOR NORTH | TIMBER BEACON | 7KIS5TROR | QNVKA | 3.97% | $29,511,776 |