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1834 INVESTMENT ADVISORS CO.
CRD 105435File 801-11335
APPROVED
Retail clients
Custody
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.20B
Top 25% of cohort (national)
Discretionary AUM
$2.20B
Clients
542
966 accounts
Employees
45
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 13, 1976
- Principal office
- 511 N BROADWAY, SUITE 801, MILWAUKEE, WI, 53202
- Phone
- (414) 615-1012
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.20B
- Discretionary AUM
- $2.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 966
- Non-discretionary accounts
- 0
- Total accounts
- 966
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $1.8M |
| High net worth individuals | 210 | $949.6M |
| Pension and profit sharing plans | 168 | $1.18B |
| State or municipal government entities | 1 | $369K |
| Individuals (other than high net worth individuals) | 159 | $67.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 45 | increased by20 |
| Apr 1, 2026 | Clients | 435 | 542 | increased by107 |
| Apr 1, 2026 | AUM | $1,034,664,175 | $2,196,582,334 | increased by$1,161,918,159 |
| Apr 1, 2026 | Accounts | 924 | 966 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 25 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 434 | 435 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $966,863,383 | $1,034,664,175 | increased by$67,800,792 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 434 | 924 | increased by490 |
| Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| Jun 1, 2022 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2022 | Clients | 440 | 434 | decreased by6 |
| Apr 1, 2022 | AUM | $868,147,758 | $966,863,383 | increased by$98,715,625 |
| Apr 1, 2022 | Accounts | 440 | 434 | decreased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “1834 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“1834 INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.