One8zero8 provides financial planning, portfolio management for individuals and small businesses, and estate planning. Financial planning was provided to 1–10 clients last fiscal year.
One8zero8 reports 272 clients. They include 151 individual clients, 113 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 99.9% ($644M across 1,102 accounts) are managed with discretion; $573K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 9% |
| High-net-worth individuals | 42% | 86% |
| Banking or thrift institutions | <1% | <1% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 151 | $59.9M | 9.3% | $396K |
| High-net-worth individuals | 113 | $552M | 85.7% | $4.89M |
| Banking or thrift institutions | Fewer than 5 | $1.36M | 0.2% | $1.36M |
| Charitable organizations | Fewer than 5 | $3.24M | 0.5% | $1.08M |
| Corporations and other businesses | Fewer than 5 | $27.6M | 4.3% | $6.91M |
| Total | 272 | $645M | 100% | — |
- Clients
- 151
- Regulatory AUM
- $59.9M
- AUM share
- 9.3%
- Avg. per client
- $396K
- Clients
- 113
- Regulatory AUM
- $552M
- AUM share
- 85.7%
- Avg. per client
- $4.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.36M
- AUM share
- 0.2%
- Avg. per client
- $1.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.24M
- AUM share
- 0.5%
- Avg. per client
- $1.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $27.6M
- AUM share
- 4.3%
- Avg. per client
- $6.91M
Total
- Clients
- 272
- Regulatory AUM
- $645M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
One8zero8 charges up to 2.00% a year for its Advisory Fees. The fee is billed in advance and is negotiable.
Fee details and sources
George Hall owns 50% to 75% of One8zero8. The leadership team of One8zero8 includes Chief Operating Officer David Anderson and Chief Compliance Officer George Hall. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of One8zero8, LLC
George Hall
Control person · since July 2024
- Owns 50% to 75% of One8zero8, LLC
David Anderson
Control person · since July 2024
One8zero8’s regulatory assets went from $651M (July 2025) to $645M (September 2026); clients were 272 in both filings and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $645M | 272 | 5 | 1 |
| Jul 2025July 2025 | $651M | 285 | 5 | 1 |
Besides its headquarters, One8zero8 has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 5 Corporate Center CT, Suite 100, GreensboroHQ
Contact and registration details
- Legal name
- One8zero8, LLC
- Headquarters
- 5 Corporate Center CT, Suite 100, Greensboro, NC 27408
- Website
- 1808capital.com
- Phone
- 336-814-9800
- @1808capital
- SEC file
- 801-131397
- Founded
- 2021
- Structure
- North Carolina LLC
- Fiscal year end
- December
One8zero8’s named custodian for separately managed accounts is Raymond James ($645M). One8zero8 has custody of $65.1M for 64 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $645M100%
At year end, One8zero8’s separately managed accounts were mostly in stocks (72%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $505M across 266 positions; the largest are Apple Inc. (6.8%), Fortinet Inc. (5.7%) and Berkshire Hathaway Inc. Del (4.5%).
What the accounts hold
- Stocks72%
- Exchange-traded equities71%
- Non-exchange-traded equities1%
- Funds15%
- Registered funds12%
- Pooled vehicles3%
- Cash13%
How many clients does One8zero8 have?
One8zero8 has 272 clients and manages $645 million for them, as of September 2026. They include 151 individual clients, 113 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does One8zero8 offer?
One8zero8 provides financial planning, portfolio management for individuals and small businesses, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does One8zero8 charge?
One8zero8 charges up to 2.00% a year for its Advisory Fees. The fee is billed in advance and is negotiable.
Which custodians does One8zero8 use?
One8zero8’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $645M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does One8zero8 have?
One8zero8 has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does One8zero8 invest in?
At the end of its last fiscal year, One8zero8’s separately managed accounts held 71% exchange-traded equities, 13% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs), 3% pooled vehicles (private funds and similar) and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns One8zero8?
One8zero8’s direct owners are George Hall (50% to 75%) and David Anderson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does One8zero8 get paid?
One8zero8 is paid through a percentage of assets under management, hourly charges 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
How do I contact One8zero8?
One8zero8’s main office is at 5 Corporate Center CT, Suite 100, Greensboro, NC 27408. Its phone number is 336-814-9800. Its website is 1808capital.com.