RIA Intel›Advisers›North Carolina›1618 ADVISORS LLC

1618 ADVISORS LLC

Advisory

CHARLOTTE, NC

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account
$183K
across 138 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
59
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

GLASS LAKE WEALTH MANAGEMENT LLC
$25M
CAMBIUM CAPITAL MANAGEMENT, LLC
CHARLOTTE, NC
$25M
-83.7% 1Y
COMPASS FINANCIAL SERVICES, INC.
WINSTON-SALEM, NC
$25M
COLVILLE WEALTH ADVISORY, LLC
CHARLOTTE, NC
$26M
RALEIGH INVESTMENT ADVISORS, INC.
$26M
BMF INVESTMENTS, INC.
CHARLOTTE, NC
$26M
-25.1% 1Y

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