SourcingSourcing

ONE8ZERO8, LLC

C47
CRD 332702·SEC 801-131397·GREENSBORO, NC
AUM
$644.6M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE8ZERO8, LLC
CRD
332702
SEC file #
801-131397
EIN
862347817
DBA names
1808 Capital Partners

Economics

AUM
$644.6M
AUM band
$500M-$1B
AUM trajectory
'25'26
$651.0M → $644.6M▼ -1%
Client mix
Individuals Other151
Individuals High Net Worth113
Corporations4
Charitable Organizations3
Banking Institutions1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GREENSBORO NC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
1808capital.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, DAVID, CHARLES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ANDERSON, DAVID, CHARLES
HALL, GEORGE, LINWOOD
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
1808CAPITAL.COM
Rdap Domain Creation Date
2017-01-31T18:33:26Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002053138
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001398344-26-008631

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3529
Soi Zip Pct 200k Plus
0.1813
Soi Zip Returns 200k Plus
1,670
Soi Zip Total AGI
1,882,877
Fdic Zip Total Deposits
52,669,260,000
Fdic Zip Branch Count
627
Fdic Zip Top Banks
Bank of America, National Association
SunTrust Bank

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
5 CORPORATE CENTER CTSUITE 100GREENSBORO, NC 27408
Business
5 CORPORATE CENTER CTSUITE 100GREENSBORO, NC 27408
Edgar EIN
862347817
Edgar Recent Filings
13F-HR2026-05-07 · 0001398344-26-008631
13F-HR2026-02-17 · 0001398344-26-003258
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyGreensboro, NC
First-Citizens Bank & Trust CompanyGreensboro, NC
Fdic Zip HHI
753.52
Fdic Zip Top Bank Share Pct
16.07
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-31T18:33:26Z
Rdap Domain Last Changed
2026-01-16T19:16:25Z
Rdap Nameservers
Dion.ns.cloudflare.comRachel.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,446
Returns2,110
Stub 2
AGI63,763
Returns1,720
Stub 3
AGI81,921
Returns1,330
Soi Zip Total Business Income
62,449
Soi Zip Total Cap Gains
417,823
Soi Zip Total Dividends
89,279
Soi Zip Total Returns
9,210
Top Owner CRD
4348821
Trust Company Affiliate
No

People (4)

4
HALL, GEORGE, LINWOOD
IAR · Direct Owner · 62.5%
5182368
ANDERSON, DAVID, CHARLES
IAR · Direct Owner · 62.5%
4348821
WILLIAM R PEELER
IAR
2272665
KEN SHEETZ ANDERSON
IAR
5365588