$5.1M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds · Assetmark · Capital Bank · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
-- Dallas TX
About Think818, LLC
THINK818 (818 Group) is a Dallas-based boutique RIA providing financial planning and portfolio construction, including retirement, estate and insurance planning. The practice allocates client portfolios across ETFs, mutual funds and fixed income using an asset-allocation approach. Primary custody includes Charles Schwab, and the firm runs client seminars (Feb–Mar 2026 dates posted).
Team overview
57 AVG AGE
$5.1M AVG AUM / ADVISOR
$148.6K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
KEITH ERIC CHAPMAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2827556
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,383,540 | -- |
| Non-Discretionary | $669,884 | -- |
| Total | $5,053,424 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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