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1808 Capital Partners

Updated today

Client assets under management

$612,332,388

Clients

264

43% high-net worth

Advisors

4

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

66

Typical

Average account size

$2,319,441

About

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.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Fixed

Fixed fees charged for certain services (specific amounts not stated)

Percentage

Up to 2% annually (negotiable)

Project-based

Fees charged on an hourly basis for certain services (specific rates not stated)

Other

Account minimum: $1,000,000 Fee-only: Fee-only advisory services based on assets under management

Main office location

1808 Capital Partners

5 Corporate Center Ct, Suite 100

Greensboro NC 27408, United States

Number of offices

1

Most active in

California · Florida · Georgia · North Carolina · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David A

Series 66

Greensboro, NC

1808 Capital Partners

David Anderson is a financial advisor at 1808 Capital Partners with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of advisory work, he owns Phantomdca, LLC, which manages the rental property housing his Raymond James Financial Services practice. 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 employs a priorities-based, bottom-up investment approach, combining passive and active strategies across various asset classes.

Wealth management
user avatar

Ken A

Series 66

Greensboro, NC

1808 Capital Partners

Ken Anderson III is a financial advisor at 1808 Capital Partners with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill before joining 1808 Capital Partners. 1808 Capital Partners serves individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions with comprehensive wealth management and investment advisory services. The firm employs a priorities-based, bottom-up investment approach that combines passive and active strategies tailored to each client’s needs.

Wealth management
user avatar

William P

Series 63, Series 65

Greensboro, NC

1808 Capital Partners

William Peeler Jr. is a financial advisor with 33 years of industry experience, currently with 1808 Capital Partners. He holds Series 63 and Series 65 licenses and has a background that includes 15 years at Raymond James Financial. Outside of advising, he manages rental real estate through businesses he owns and partners in. 1808 Capital Partners offers wealth management and investment advisory services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based, bottom-up investment approach with customized strategies across various asset classes.

Wealth management
user avatar

George H

Series 66

Greensboro, NC

1808 Capital Partners

George Hall II is a financial advisor with 19 years of industry experience, currently serving at 1808 Capital Partners. He holds a Series 66 designation and has previously worked with Bank of America and Merrill. Outside of his advisory work, Hall serves on the finance and investment committee at Canterbury School, collaborating with the school's endowment committee and external investment advisors. 1808 Capital Partners provides wealth management and investment advisory services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm uses a priorities-based, bottom-up investment approach, combining passive and active strategies across various asset classes.

Wealth management
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