Travis Jordan Penfield
Investment adviser representative at 818 Family Office, LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 818 Family Office, LLCNov 2025 to now
- 88 Family Office, LLCOct 2025 to now
- Alongside LLCMay 2025 to now
- Oakwood Capital Securities, Inc.Jan 2024 to now
- 49 Wealth Management, LLCJan 2023 to now
- Thrivent Advisor Network, LLCJun 2020 to Dec 2022
- Purshe Kaplan Sterling Investments, Inc.Oct 2019 to Jan 2024
- AXA Advisors, LLCNov 2012 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
818 Family Office, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6104530
- Firm CRD
- 339082