1818 Private Client Group, Llc
- Regulatory AUM
- $115M
- Discretionary
- $82.5M
- Clients
- 22
- Avg AUM / client
- $5.2M
- Accounts
- 59
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $3.6M | 3.09% |
| High net worth individuals | 16 | $112M | 96.9% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zvika Nmn Feldman | Registered representative | Sep 2021 (5y) | ||
| Bilay Ozgun | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- J.P. Morgan $62.5M (54% of AUM) Jan 2026
- Deutsche Bank Securities Inc. $32.3M (28% of AUM) Jan 2026
- Pershing $26.9M (25% of AUM) Feb 2025
- U.S. Bancorp Investments, Inc. $12.8M (11% of AUM) Jan 2026
- Valley National Investments, Inc. $5.7M (5% of AUM) Feb 2025
- Interactive Brokers $2.2M (2% of AUM) Feb 2025
- Efg Capital International Corp. $660K (1% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗