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| Keyboard |
| 1836 Asset Management LLC
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|---|---|
| CRD # | 313389 |
| SEC # | 801-120979 |
| CIK # | |
| AUM | 386.6 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-808-8278 |
| Address | 245 Cedar Sage Dr Garland, TX 75040 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 386.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 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 | 326 | 386.6 |
| By Discretionary | ||
| Discretionary | 106 | 158.2 |
| Non-Discretionary | 220 | 228.4 |
| Total | 326 | 386.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.6 | |
| Total | 326 | 386.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Soundview Advisors Inc
✚
|
WA | 387.2 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
✚
|
CA | 387.1 M |
|
New Wave Wealth Advisors LLC
✚
|
AR | 386.8 M |
|
Balance Wealth Partners LLC
✚
|
OH | 386.7 M |
|
Skyline Advisors Inc
✚
|
WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 386.4 M |
|
Cannon Capital Management Inc
✚
|
UT | 386.1 M |
|
TAPP Finance Inc
✚
|
386.0 M | |
|
Upstart Wealth Management LLC
✚
|
385.9 M |