Owner · 818 Family Office, LLC
Clinton G Phillips
CRD 8179098 · Named on Form ADV at one SEC-registered adviser
At a glance
818 Family Office, LLC, an SEC-registered asset manager based in Austin, TX with $0 in regulatory assets, lists Clinton G Phillips on its Form ADV as Owner.
Firms and roles
- 818 Family Office, LLCOwnerAsset manager · Austin, TX · $0M in regulatory assets
AtlasMembers
Clinton’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Daniel C. WohlgemuthChief Compliance Officer, 818 Family Office, LLC
- TRAVIS J. PENFIELDCEO, 818 Family Office, LLC
- Lucas W. WinskowskiPresident, 818 Family Office, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clinton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.