Fee-OnlyFinder

1607 Capital Partners, LLC

% of assets managed in Richmond, VA

SEC registeredNo commissions reported

Call (804) 525-1750Send a messageMap ↗

Public-record details

Address
13 S. 13th Street, Suite 400, Richmond, VA 23219
Phone
(804) 525-1750
Listed under
% of assets managed
CRD number
144758
Registration
SEC registered since 2007-09-14
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$3.5 billion
Accounts managed
22
Clients reported (Form ADV 5.D)
13
Employees
15
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-17

SEC registered investment adviser, CRD 144758, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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