# 1618 Advisors LLC

> 1618 Advisors LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 329864
- Filed as: 1618 ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329864
- AdvisorCensus page: https://advisorcensus.com/firm/1618-advisors-llc-charlotte-nc-329864

## Quick answers

**How is 1618 Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 1618 Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is 1618 Advisors LLC located?**
1618 Advisors LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is 1618 Advisors LLC registered with the SEC or a state?**
1618 Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329864.

**How much does 1618 Advisors LLC manage?**
1618 Advisors LLC reports $25,300,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does 1618 Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (3); corporations or other businesses not listed above (2).

**Does 1618 Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329864

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,300,000
- Discretionary: $25,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $10,000,000 |
| High net worth individuals | 3 | $15,269,000 |
| Corporations or other businesses not listed above | 2 | $31,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 1618advisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1618 Advisors LLC (CRD 329864): Form ADV filing data as of October 2026.