818 FAMILY OFFICE, LLC
C32
CRD 339082·SEC 801-134787·AUSTIN, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 1 advisors
'25'26
3 advisors → 1 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Nationsbank of Texas, National AssociationAustin, TX
Worthen National Bank of TexasAustin, TX
Soi Zip Distribution
Stub 1
| AGI | 20,418 |
| Returns | 2,050 |
Stub 2
| AGI | 44,868 |
| Returns | 1,200 |
Stub 3
| AGI | 68,608 |
| Returns | 1,110 |