SourcingSourcing

1818 PRIVATE CLIENT GROUP, LLC

C48
CRD 304110·SEC 801-132124·AVENTURA, FL
AUM
$115.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$346K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1818 PRIVATE CLIENT GROUP, LLC
CRD
304110
SEC file #
801-132124
EIN
—
DBA names
—

Economics

AUM
$115.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.9M → $115.4M▲ +7%
Client mix
Individuals High Net Worth16
Individuals Other6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
AVENTURA FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
linkedin.com/company/1818privateclientgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
1818 HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
1818 HOLDINGS LLC
FELDMAN, ZVIKA, NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
U.s. Bank2
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
FELDMAN, ZVIKA, NMN
IAR · Direct Owner · 17.5%
5316260
Bilay Ozgun
IAR
7387967