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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 31, 2025 and May 27, 2026, reported AUM decreased 1.0%, from $651.0M to $644.6M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 4 advisory representatives and 272 clients, or 68 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Financial Advisor
- CRD
- #5365588
WILLIAM R PEELER JR
Financial Advisor
- 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
SMA allocation detail is available
1808 Capital Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
1808 Capital Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.