{"url":"https://nivawealth.com/firms/1818-private-client-group-304110","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304110","regulatoryAum":115403046,"crd":"304110","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5316260","suffix":null,"lastName":"FELDMAN","firstName":"ZVIKA","middleName":"NMN"},{"crd":"7387967","suffix":null,"lastName":"Ozgun","firstName":"Bilay","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-10","regulatoryAum":107905169,"clients":22,"employees":2,"offices":1},{"filedOn":"2026-01-30","regulatoryAum":115403046,"clients":22,"employees":3,"offices":1}],"secFileNumber":"801-132124","legalName":"1818 Private Client Group, LLC","displayName":"1818 Private Client Group","slug":"1818-private-client-group-304110","website":"https://1818pcg.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/1818privateclientgroup","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2980 Ne 207th St, Suite 809","city":"Aventura","state":"FL","stateName":"Florida","country":"United States","postalCode":"33180"},"tradeNames":[],"registration":{"secApproved":"7 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5245593,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":115403046,"discretionary":82476649,"discretionaryAccounts":50,"nonDiscretionary":32926397,"nonDiscretionaryAccounts":9,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":6,"regulatoryAum":3568454},{"label":"High-net-worth individuals","clients":16,"regulatoryAum":111834592}],"feePrograms":[{"role":"other","program":"Assets Under Advisement","summary":"Advice on assets held away from the firm is 0.10% a year of the defined accounts, at a minimum of $3,000 a quarter; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005074","versionId":1005074,"submittedOn":"2026-01-30","documentName":"ADV PART 2A - 1818 PRIVATE CLIENT GROUP, LLC"},{"role":"other","program":"Hedging Strategies","summary":"Foreign currency hedging advice is 0.25% of the USD value of each derivatives trade, plus 0.50% a year of notional value, calculated monthly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005074","versionId":1005074,"submittedOn":"2026-01-30","documentName":"ADV PART 2A - 1818 PRIVATE CLIENT GROUP, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:22:01.984857+00:00","documents":[{"name":"ADV PART 2A - 1818 PRIVATE CLIENT GROUP, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005074","versionId":1005074,"submittedOn":"2026-01-30"}]},"custodians":[{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":62506602},{"name":"Deutsche Bank Securities Inc.","shortName":"Deutsche Bank Securities","location":"New York City, NY","smaAssets":32267186},{"name":"U.S. Bancorp Investments, Inc.","shortName":"U.S. Bancorp Investments","location":"Saint Paul, MN","smaAssets":12788095}],"custodyNote":"1818 Private Client Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Zvika Feldman","title":"Managing Principal/Chief Compliance Officer","crd":"5316260"}],"ownership":[{"label":"Zvika Feldman","detail":"Managing principal/chief compliance officer in the 10% to 25% ownership band and a control person, since October 2021. Also a sole member of 1818 Holdings LLC in the 75% or more band and a control person, since January 2023."},{"label":"1818 Holdings LLC","detail":"Owner in the 75% or more ownership band and a control person, since January 2023."},{"label":"Apr18 LLC","detail":"Owner in the 10% to 25% ownership band, since December 2024."},{"label":"Asher Perez","detail":"Indirect owner: a owner of Apr18 LLC in the 75% or more band and a control person, since February 2025.","parent":"Apr18 LLC"},{"label":"The 1818 Irrevocable Trust","detail":"Indirect owner: a owner of 1818 Holdings LLC in the 50% to 75% band and a control person, since April 2019.","parent":"1818 Holdings LLC"},{"label":"JM 18 Irrevocable Trust - Joshua. Mimoun - Trustee","detail":"Indirect owner: owner of 1818 Holdings LLC, since April 2025.","parent":"1818 Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2980 Ne 207th St, Suite 809","city":"Aventura","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-684-8331","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"U.S. state and local bonds","percent":5},{"label":"Sovereign bonds","percent":13},{"label":"Investment grade corporate bonds","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":13},{"label":"Other","percent":6,"detail":"Alternative Investments"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304110/PDF/304110.pdf","brochureDate":"30 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005074","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does 1818 Private Client Group have?","answer":"1818 Private Client Group has 22 clients and manages $115 million for them, as of January 2026. They include 16 high-net-worth individuals and 6 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 1818 Private Client Group offer?","answer":"1818 Private Client Group provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does 1818 Private Client Group use?","answer":"1818 Private Client Group’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $62.5M, Deutsche Bank Securities Inc. (New York City, NY), with $32.3M and U.S. Bancorp Investments, Inc. (Saint Paul, MN), with $12.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 1818 Private Client Group have?","answer":"1818 Private Client Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 1818 Private Client Group invest in?","answer":"At the end of its last fiscal year, 1818 Private Client Group’s separately managed accounts held 50% exchange-traded equities, 13% sovereign bonds, 13% investment grade corporate bonds, 13% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 6% other and 5% state and local bonds. The 6% other category is described as: Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 1818 Private Client Group?","answer":"1818 Private Client Group is owned through holding companies by Asher Perez and the 1818 Irrevocable Trust. Its direct owners are Zvika Feldman (10% to 25%), 1818 Holdings LLC (75% or more) and Apr18 LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 1818 Private Client Group get paid?","answer":"1818 Private Client Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact 1818 Private Client Group?","answer":"1818 Private Client Group’s main office is at 2980 Ne 207th St, Suite 809, Aventura, FL 33180. Its phone number is 305-684-8331. Its website is 1818pcg.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}