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1808 CAPITAL PARTNERS

GREENSBORO, NC · CRD 332702 · IAPD ↗ · 1808capital.com · 336-814-9800

$644.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
June 2026 — 1808 CAPITAL PARTNERS now reports custody of client assets ($65.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2026 — 1808 CAPITAL PARTNERS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — 1808 CAPITAL PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
August 2025 — 1808 CAPITAL PARTNERS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
28
March 2025 — 1808 CAPITAL PARTNERS changed its website from raymondjames.com to 1808capital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
March 2025 — 1808 CAPITAL PARTNERS notice-filed in CA, FL, SC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2025 — 1808 CAPITAL PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
November 2024 — 1808 CAPITAL PARTNERS (GREENSBORO, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.