# 1834 Investment Advisors Co.

> 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.

- CRD: 105435
- Filed as: 1834 INVESTMENT ADVISORS CO.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milwaukee, WI
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105435
- AdvisorCensus page: https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435

## Quick answers

**How is 1834 Investment Advisors Co. compensated?**
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.

**Where is 1834 Investment Advisors Co. located?**
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).

**Is 1834 Investment Advisors Co. registered with the SEC or a state?**
1834 Investment Advisors Co. is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 105435.

**How much does 1834 Investment Advisors Co. manage?**
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).

**How have 1834 Investment Advisors Co.'s assets and staff changed since 2021?**
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.

**What types of clients does 1834 Investment Advisors Co. serve?**
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).

**Which custodians does 1834 Investment Advisors Co. use?**
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.

**Does 1834 Investment Advisors Co. report any disciplinary disclosures?**
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

**What changed in 1834 Investment Advisors Co.'s recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,196,582,334
- Discretionary: $2,196,582,334
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $67,240,393 |
| High net worth individuals | 210 | $949,624,365 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 168 | $1,177,504,326 |
| Charitable organizations | 4 | $1,844,497 |
| State or municipal government entities (including government pension plans) | 1 | $368,753 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1976 (50 years)
- Employees: 45 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bismark, ND
- Bloomington, IN
- Chicago, IL
- Evansville, IN
- Indianapolis, IN
- Joliet, IL
- Minneapolis, MN
- Scottsdale, AZ
- St Louis Park, MN

### Websites listed on Form ADV (Item 1.I)
- 1834investmentadvisors.com
- LinkedIn @1834-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $868,147,758 | 7 | April 23, 2021 |
| October 2022 | $966,863,383 | 10 | September 20, 2022 |
| October 2023 | $1,140,227,916 | 12 | October 3, 2023 |
| October 2024 | $1,117,168,761 | 28 | March 15, 2024 |
| October 2025 | $1,034,664,175 | 25 | April 11, 2025 |
| October 2026 | $2,196,582,334 | 45 | September 4, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### September 2026
- Added an office in Bloomington, IN.

### August 2026
- Added an office in Minneapolis, MN.
- No longer lists an office in Nashville, TN.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1834 Investment Advisors Co. (CRD 105435): Form ADV filing data as of October 2026.