{ "crd_number": 313389, "slug": "1836-asset-management-llc-garland-tx-313389", "primary_business_name": "1836 ASSET MANAGEMENT, LLC", "legal_name": "1836 ASSET MANAGEMENT, LLC", "dbas": [], "city": "Garland", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-04-29", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-25", "carried_forward": false, "raum_total": 386563945.0, "raum_discretionary": 158158312.0, "raum_non_discretionary": 228405633.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "high_net_worth_individuals": { "raum": 386563945.0, "count": 48 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://1836assetmgmt.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313389", "city_as_filed": "GARLAND", "url": "https://advisorcensus.com/firm/1836-asset-management-llc-garland-tx-313389", "display_name": "1836 Asset Management, LLC", "summary": "1836 Asset Management, LLC is an SEC-registered investment advisory firm in Garland, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.", "citation": "AdvisorCensus. 1836 Asset Management, LLC (CRD 313389): 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": [ "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is 1836 Asset Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), 1836 Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is 1836 Asset Management, LLC located?", "a": "1836 Asset Management, LLC's principal office is in Garland, TX, according to its Form ADV." }, { "q": "Is 1836 Asset Management, LLC registered with the SEC or a state?", "a": "1836 Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313389." }, { "q": "How much does 1836 Asset Management, LLC manage?", "a": "1836 Asset Management, LLC reports $386,563,945 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (41% discretionary)." }, { "q": "How have 1836 Asset Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for 1836 Asset Management, LLC: Regulatory assets under management: $127,197,399 in the October 2021 data and $386,563,945 in the October 2026 data, up 204%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does 1836 Asset Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48)." }, { "q": "Which custodians does 1836 Asset Management, LLC use?", "a": "1836 Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does 1836 Asset Management, LLC 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/313389" }, { "q": "Does 1836 Asset Management, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"1836 provides investment advisory services to individuals, high net worth individuals , trusts, businesses, and family offices . Clients should have minimum investable assets of $500,000. Investable asset minimums are negotiable; thus, 1836 may accept clients with smaller account balances.\"" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 127197399.0, "total_employees": 5, "filing_date": "2021-07-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 301459920.0, "total_employees": 4, "filing_date": "2022-09-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 262517095.0, "total_employees": 3, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 417696297.0, "total_employees": 3, "filing_date": "2024-04-04" }, { "period": "2025-10-01", "regulatory_assets_under_management": 360026036.0, "total_employees": 4, "filing_date": "2025-02-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 386563945.0, "total_employees": 3, "filing_date": "2026-03-25" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 25, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$500,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $500,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "1836 provides investment advisory services to individuals, high net worth individuals , trusts, businesses, and family offices . Clients should have minimum investable assets of $500,000. Investable asset minimums are negotiable; thus, 1836 may accept clients with smaller account balances." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 500000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "1836 provides investment advisory services to individuals, high net worth individuals , trusts, businesses, and family offices . Clients should have minimum investable assets of $500,000. Investable asset minimums are negotiable; thus, 1836 may accept clients with smaller account balances." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "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/1836-asset-management-llc-garland-tx-313389.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 48, "fewer_than_5": false, "raum": 386563945.0 } ], "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/313389", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }