1818 PRIVATE CLIENT GROUP, LLC

1818 PRIVATE CLIENT GROUP, LLC of AVENTURA, FL is an SEC-registered investment adviser (CRD 304110). Regulatory assets under management: $115.4M.

Registration

• CRD: 304110
• SEC file number: 801-132124
• Type: Registered investment adviser
• Location: 2980 NE 207TH ST, SUITE 809, AVENTURA, FL, 33180
• Phone: (305) 684-8331
• Latest filing: 2026-01-30
• Regulatory AUM: $115.4M
• Discretionary AUM: $82.5M
• Non-discretionary AUM: $32.9M
• Clients: 3
• Accounts: 59

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 304110 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search