Overview
Assets Under Management: $651 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 73
Average Client Assets: $7 million
Frequently Asked Questions
ONE8ZERO8, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332702), ONE8ZERO8, LLC is subject to fiduciary duty under federal law.
ONE8ZERO8, LLC is headquartered in GREENSBORO, NC.
ONE8ZERO8, LLC serves 73 high-net-worth clients according to their SEC filing dated July 31, 2025. View client details ↓
According to their SEC Form ADV, ONE8ZERO8, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ONE8ZERO8, LLC manages $651 million in client assets according to their SEC filing dated July 31, 2025.
According to their SEC Form ADV, ONE8ZERO8, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.40
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 995
Discretionary Accounts: 691
Non-Discretionary Accounts: 304
Regulatory Filings
CRD Number: 332702
Filing ID: 2004941
Last Filing Date: 2025-07-31 16:00:00
Website: https://1808capital.com