A complete list of active advisors currently associated with 1808 Capital Partners

Warmer can help you find a great advisor at 1808 Capital Partners or one who fits your needs even better.

1808 Capital Partners provides comprehensive wealth management and investment advisory services to individuals, high‑net‑worth clients, charities, corporations, and banking or thrift institutions. The firm offers financial planning, estate planning coordination, and portfolio management, tailoring engagement through interviews, questionnaires, and Investment Policy Statements to define client objectives and constraints. The firm follows a priorities‑based, bottom‑up investment process that begins with a customized strategic asset allocation and implements portfolios using a mix of passive and active strategies across equities, mutual funds, ETFs, bonds, private placements, and alternatives. Accounts may be managed on a discretionary or non‑discretionary basis, with periodic reviews and custodian‑sourced performance reporting; 1808 Capital also uses a third‑party platform to implement tax‑efficient allocation and opportunistic rebalancing for held‑away accounts. Noteworthy features include serving banking or thrift institutions, a client type that is uncommon for comparable team firms, and the use of a third‑party connectivity platform that allows discretionary management of client accounts held away from the firm’s primary custodian. The brochure reports approximately $644.6 million in discretionary assets under management, states there are no disciplinary events to disclose, and notes the firm covers transaction fees for accounts custodied at Raymond James.

To learn more about the advisors currently working at 1808 Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.