SourcingSourcing

1819 PARTNERS, LLC

C46
CRD 326601·SEC 801-128667·MEMPHIS, TN
AUM
$207.1M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$621K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1819 PARTNERS, LLC
CRD
326601
SEC file #
801-128667
EIN
921759653
DBA names
1819 Partners

Economics

AUM
$207.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$207.2M → $207.1M▬ 0%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
MEMPHIS TN
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
1819partners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROOKS, JOHN, HOWARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BROOKS, JOHN, HOWARD
HURSEY, ANDREW, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
1819PARTNERS.COM
Rdap Domain Creation Date
2021-03-08T22:28:11Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001963096
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-02-07
Edgar Last Filing Date
2023-02-07
Edgar Form D Count
1
Edgar Form D Offerings
2023-02-072023-02-07 · 0001963096-23-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2425
Soi Zip Pct 200k Plus
0.086
Soi Zip Returns 200k Plus
1,000
Soi Zip Total AGI
1,170,045
Fdic Zip Total Deposits
74,840,904,000
Fdic Zip Branch Count
649
Fdic Zip Top Banks
Regions Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
555 PERKINS EXTENDED, SUITE 400MEMPHIS, TN 38117
Business
555 PERKINS EXTENDED, SUITE 400MEMPHIS, TN 38117
Edgar EIN
921759653
Edgar Recent Filings
D2023-02-07 · 0001963096-23-000002
Fdic Zip Branches Raw
NationsBank of Tennessee, National AssociationMemphis, TN
NationsBank of Tennessee, National AssociationMemphis, TN
Fdic Zip HHI
1508.59
Fdic Zip Top Bank Share Pct
34.87
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-08T22:28:11Z
Rdap Domain Last Changed
2026-01-23T18:55:58Z
Rdap Nameservers
Dns1.vc3.comDns2.vc3.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,507
Returns2,800
Stub 2
AGI103,452
Returns2,780
Stub 3
AGI124,573
Returns2,020
Soi Zip Total Business Income
46,595
Soi Zip Total Cap Gains
82,008
Soi Zip Total Dividends
32,982
Soi Zip Total Returns
11,630
Top Owner CRD
4904657
Trust Company Affiliate
No

People (4)

4
BROOKS, JOHN, HOWARD
Direct Owner · 37.5%
4904657
HURSEY, ANDREW, DAVID
Direct Owner · 37.5%
6640944
MORRISON, JOSEPH, MCCAUGHAN
Direct Owner · 37.5%
2001046
John Brooks
IAR
7845061