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1836 ASSET MANAGEMENT, LLC
CRD 313389File 801-120979
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.6M
Below cohort median (national)
Discretionary AUM
$158.2M
Non-discretionary $228.4M
Clients
48
326 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 29, 2021
- Principal office
- 245 CEDAR SAGE DR., SUITE 250, GARLAND, TX, 75040
- Phone
- 888-808-8278
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.6M
- Discretionary AUM
- $158.2M
- Non-discretionary AUM
- $228.4M
- Discretionary accounts
- 106
- Non-discretionary accounts
- 220
- Total accounts
- 326
- AUM per client
- $8.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $386.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.