ONE8ZERO8, LLC
DBA: 1808 CAPITAL PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $644.6M |
| Discretionary | $644.0M100% of AUM |
| Non-Discretionary | $573K |
| Client Accounts | 1,103 |
| Avg Account Size | $584K |
| Employees | 5 |
| Peak AUM | $651.0MFeb 2025 |
AUM by Client Type
Total AUM
$645M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $645M | 1.0% | — | — | |
| Discretionary AUM | $644M | ||||
Key Metrics
| Total AUM | $644.6M |
| Discretionary | $644.0M |
| Employees | 5 |
| Client Accounts | 1103 |
| Client Range | 1-10 |
Contact & Location
Address
5 CORPORATE CENTER CT
GREENSBORO NC 27408
Phone
336-814-9800
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$644M
99.9% of AUM
Non-Discretionary
$573,150
0.1% of AUM
Disc. mix ▲ 41.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported