Edward Stephens
1808 Capital Partners · Greensboro, North Carolina
Edward Stephens is a fee-only financial advisor at 1808 Capital Partners in Greensboro, North Carolina, who holds the CFP credential. 1808 Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 1808 Capital Partners |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $644.6M across 1,103 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4324797 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | 1808capital.com |
How Edward's firm compares
- 1808 Capital Partners's average account is about $584,000, from its Form ADV (assets managed divided by 1,103 accounts).
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Questions about Edward
Is Edward Stephens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and 1808 Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, 1808 Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Stephens based?
Edward Stephens is based in Greensboro, North Carolina.
What credentials does Edward Stephens hold?
Edward Stephens holds the CFP credential.
Is Edward Stephens registered with the SEC?
Yes. Edward Stephens is registered as an investment adviser representative in NC (CRD 4324797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does 1808 Capital Partners manage?
1808 Capital Partners reports $644.6M across 1,103 accounts in assets under management.
How do I contact Edward Stephens?
Through Edward's website, 1808capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 1808 Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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