{
  "crd_number": 105435,
  "slug": "1834-investment-advisors-co-milwaukee-wi-105435",
  "primary_business_name": "1834 INVESTMENT ADVISORS CO.",
  "legal_name": "1834 INVESTMENT ADVISORS CO.",
  "dbas": [],
  "city": "Milwaukee",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1976-02-13",
  "years_registered": 50,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 2196582334.0,
  "raum_discretionary": 2196582334.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 45,
  "advisory_employees": 30,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1844497.0,
      "count": 4
    },
    "individuals": {
      "raum": 67240393.0,
      "count": 159
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 368753.0,
      "count": 1
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1177504326.0,
      "count": 168
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 949624365.0,
      "count": 210
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://1834investmentadvisors.com",
    "https://linkedin.com/company/1834-investment-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105435",
  "city_as_filed": "MILWAUKEE",
  "url": "https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435",
  "display_name": "1834 Investment Advisors Co.",
  "summary": "1834 Investment Advisors Co. is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 1976, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. 1834 Investment Advisors Co. (CRD 105435): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is 1834 Investment Advisors Co. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 1834 Investment Advisors Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is 1834 Investment Advisors Co. located?",
      "a": "1834 Investment Advisors Co.'s principal office is in Milwaukee, WI, according to its Form ADV; the October 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 1834 Investment Advisors Co. registered with the SEC or a state?",
      "a": "1834 Investment Advisors Co. is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 105435."
    },
    {
      "q": "How much does 1834 Investment Advisors Co. manage?",
      "a": "1834 Investment Advisors Co. reports $2,196,582,334 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have 1834 Investment Advisors Co.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for 1834 Investment Advisors Co.: Regulatory assets under management: $868,147,758 in the October 2021 data and $2,196,582,334 in the October 2026 data, up 153%. Total employees: 7 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 1834 Investment Advisors Co. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (210); pension and profit sharing plans (but not the plan participants or government pension plans) (168); individuals (other than high net worth individuals) (159)."
    },
    {
      "q": "Which custodians does 1834 Investment Advisors Co. use?",
      "a": "1834 Investment Advisors Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 1834 Investment Advisors Co. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105435"
    },
    {
      "q": "What changed in 1834 Investment Advisors Co.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 868147758.0,
      "total_employees": 7,
      "filing_date": "2021-04-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 966863383.0,
      "total_employees": 10,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1140227916.0,
      "total_employees": 12,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1117168761.0,
      "total_employees": 28,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1034664175.0,
      "total_employees": 25,
      "filing_date": "2025-04-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2196582334.0,
      "total_employees": 45,
      "filing_date": "2026-09-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added an office in Bloomington, IN."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Minneapolis, MN.",
        "No longer lists an office in Nashville, TN."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 30.",
        "Regulatory assets under management went from $1,034,664,175 to $2,196,582,334 (+112%).",
        "Added an office in Bismark, ND.",
        "Added an office in Indianapolis, IN.",
        "Added an office in Nashville, TN.",
        "No longer lists an office in Fort Wayne, IN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Financial Services, Inc.",
      "name_as_filed": "EMPOWER FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 67240393.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 210,
      "fewer_than_5": false,
      "raum": 949624365.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 168,
      "fewer_than_5": false,
      "raum": 1177504326.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 1844497.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 368753.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105435",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}