1618 Advisors LLC

1618 Advisors is a small independent registered investment adviser that provides discretionary asset management primarily to individual clients, overseeing about $25.3 million in client assets across roughly 57 accounts. The firm documents client goals and risk tolerances and delivers ongoing portfolio management tailored to those objectives, with clients able to impose written investment restrictions.

The firm’s investment approach uses both fundamental and technical analysis and may include long-term holdings, short-term trading, options strategies, and the use of margin where appropriate; it requires discretionary trading authority and conducts portfolio reviews at least quarterly. Custody and trade execution are handled through an independent custodian chosen by the client, and the firm provides account statements generated by that custodian.

What is distinctive about the firm is that its managing member also operates as a registered representative of a broker-dealer and as an independent insurance agent, devoting roughly 10% of his time to those activities; clients may be offered brokerage or insurance products for which the advisor receives separate, commission-based compensation, a disclosed conflict of interest that the firm says it mitigates through disclosures and fiduciary procedures. The advisor also holds a Chartered Market Technician credential and the firm, which began advisory operations in 2024, generally requires a $500,000 account minimum (subject to exceptions).