# 1818 Private Client Group, LLC

> 1818 Private Client Group, LLC is an SEC-registered investment advisory firm in Aventura, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 304110
- Filed as: 1818 PRIVATE CLIENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304110
- AdvisorCensus page: https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110

## Quick answers

**How is 1818 Private Client Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 1818 Private Client Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is 1818 Private Client Group, LLC located?**
1818 Private Client Group, LLC's principal office is in Aventura, FL, according to its Form ADV.

**Is 1818 Private Client Group, LLC registered with the SEC or a state?**
1818 Private Client Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304110.

**How much does 1818 Private Client Group, LLC manage?**
1818 Private Client Group, LLC reports $115,403,046 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (71% discretionary).

**How have 1818 Private Client Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for 1818 Private Client Group, LLC: Regulatory assets under management: $107,905,169 in the October 2025 data and $115,403,046 in the October 2026 data, up 7%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 1818 Private Client Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (6).

**Which custodians does 1818 Private Client Group, LLC use?**
1818 Private Client Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Deutsche Bank Securities Inc., J.P. Morgan Securities LLC and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does 1818 Private Client Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304110

**Does 1818 Private Client Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "1818PCG generally provides advisory services to High-Net-Worth Individuals. There is no account minimum for any of 1818PCG’s services."

**What changed in 1818 Private Client Group, LLC's recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: None

> 1818PCG generally provides advisory services to High-Net-Worth Individuals. There is no account minimum for any of 1818PCG’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Deutsche Bank Securities Inc.
- J.P. Morgan Securities LLC
- U.S. Bancorp Investments, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $115,403,046
- Discretionary: $82,476,649
- Non-discretionary: $32,926,397

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,568,454 |
| High net worth individuals | 16 | $111,834,592 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 1818pcg.com
- LinkedIn @1818privateclientgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $107,905,169 | 2 | June 10, 2025 |
| October 2026 | $115,403,046 | 3 | January 30, 2026 |

Regulatory assets under management: $107,905,169 in the October 2025 data and $115,403,046 in the October 2026 data, up 7%.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1818 Private Client Group, LLC (CRD 304110): Form ADV filing data as of October 2026.