One8 Zero8, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 332702
· SEC file 801-131397
· Greensboro, NC
· 1808capital.com
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ADV data as of May 27, 2026
- Regulatory AUM
- $645M
- Discretionary
- $644M
- Clients
- 272
- Avg AUM / client
- $2.4M
- Accounts
- 1,103
- Employees
- 5
AUM over time
$0
$651M
Oct 2024
May 2026
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 151 | $59.9M | 9.29% |
| High net worth individuals | 113 | $552M | 85.7% |
| Banking or thrift institutions | 1 | $1.4M | 0.21% |
| Charitable organizations | 3 | $3.2M | 0.5% |
| Corporations and other businesses | 4 | $27.6M | 4.29% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Charles Anderson | Managing Partner, Chief Operating Officer | Jul 2024 (2y) | 50% – 75% | |
| George Linwood Hall | Managing Partner, Chief Compliance Officer | Jul 2024 (2y) | 50% – 75% | |
| Ken Sheetz Anderson | Registered representative | Nov 2024 (2y) | ||
| William R Peeler | Registered representative | Nov 2024 (2y) |
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) | 05/27/2026 | 946 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $645M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗