Asset manager · Milwaukee, WI
1834 Investment Advisors Co.
SEC-registered investment adviser · CRD 105435 · SEC 801-11335
At a glance
1834 Investment Advisors Co. is an SEC-registered investment adviser based in Milwaukee, Wisconsin, with $2.2 billion in regulatory assets under management as of its Form ADV filed September 4, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 369 individual clients. By Form ADV it is a asset manager, ranked 1,015th of 3,218 asset managers and 3,444th of 17,210 SEC-registered advisers by assets.
Main office 414-615-10121834investmentadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among asset managers
- #1,015 of 3,218
- Rank among all SEC RIAs
- #3,444 of 17,210
- Rank in Wisconsin
- #28 of 195
- Individual clients
- 369
- High-net-worth clients
- 210
- Accounts
- 966
- Discretionary
- 100% of AUM
- Employees
- 45
- Advisory staff
- 30
- Offices
- 11
Owners and executives on its Form ADV
- David P. BeckerSenior Managing Director
- James P. SteinerInvestment Executive
- John C. ClaybonSenior Managing Director
- David R. BucurChief Compliance Officer
- Chady M. AlAhmarChief Executive Officer
- Eric S. HolmanChief Operating Officer
- Michael D. EbnerAssistant General Counsel
- Connie L. SteinChief Financial Officer
- Michael J. SkinnerSenior Managing Director
- Thomas J. WeizeneggerChairman and Chief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 168 | $1.2B | 54% |
| High-net-worth individuals | 210 | $950M | 43% |
| Individuals | 159 | $67M | 3% |
| Charitable organizations | 4 | $2M | <1% |
| State or municipal government entities | 1 | $0M | <1% |
Disciplinary disclosures
1834 Investment Advisors Co. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗1834investmentadvisors.com ↗
AtlasMembers
The full record on 1834 Investment Advisors Co.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 901 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does 1834 Investment Advisors Co. manage?
1834 Investment Advisors Co. reports $2.2 billion in regulatory assets under management across 966 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
What kind of firm is 1834 Investment Advisors Co.?
1834 Investment Advisors Co. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are 1834 Investment Advisors Co.’s clients?
By assets, its largest client types are pension and profit sharing plans ($1.2 billion, 168 clients); high-net-worth individuals ($950 million, 210 clients); individuals ($67 million, 159 clients).
Does 1834 Investment Advisors Co. have any disciplinary history?
1834 Investment Advisors Co. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is 1834 Investment Advisors Co.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →