Fee-only adviser · Aventura, FL
1818 Private Client Group, LLC
1818 Private Client Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aventura, Florida. On its latest Form ADV, filed January 30, 2026, it reports $115M in regulatory assets under management, 22 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 304110 · SEC file 801-132124 |
| Office | 2980 NE 207th ST Suite 809 Aventura, FL 33180 |
| Phone | (305) 684-8331 |
| Website | www.1818pcg.com |
| Regulatory assets under management | $115M ($82M discretionary) |
| Individual clients | 6 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aventura
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- Fitzroy Investment Advisors LLC $1.0B
- B1 Financial $40M
- Goalfocus Financial, LLC $9.3M
See all 13 fee-only advisers in Aventura →
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