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| 1834 Investment Advisors Co
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|---|---|
| CRD # | 105435 |
| SEC # | 801-11335 |
| CIK # | 0001138486 |
| AUM | 2,196.6 M (2026-04-22) |
| Employees | 45 (67% Investors, 0% Brokers) |
| Phone | 414-615-1012 |
| Address | 511 N Broadway Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.8 | ||
| Microsoft Corp | 17.7 | ||
| APA Corp | 16.4 | ||
| SPDR Gold Trust | 12.1 | ||
| Alphabet Inc | 12.0 | ||
| Merck & Co Inc | 10.3 | ||
| Broadcom Inc | 10.2 | ||
| AT&T Inc | 10.1 | ||
| Bristol Myers Squibb Co | 9.9 | ||
| Verizon Communications Inc | 9.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 0.1 |
| (b) Individuals (high net worth individuals) | 210 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 168 | 1.2 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 966 | 2.2 |
| By Discretionary | ||
| Discretionary | 966 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 966 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 966 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001138486] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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|---|---|---|
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