1834 INVESTMENT ADVISORS CO.
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 105435
- Registered since
- February 13, 1976
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans53.61%
- HNWI43.23%
- Individuals3.06%
- Charitable Organizations0.08%
- State / Municipal Government0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
1834 Investment Advisors Co. is an independent, SEC-registered registered investment adviser organized as a corporation and in business since 1976. The firm serves both individual and family clients as well as institutional clients, providing financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. It operates as a capital allocator, deploying client capital across both public markets and third-party alternative fund managers. Fee arrangements include percentage-of-AUM charges and fixed fees. The firm is not identified as an active ESG investor and reports industry ties to banking or trust companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds14%
- Investment Grade Corp Bonds9%
- State & Local Bonds5%
- Non-Exchange Traded Equities4%
Owners & executives
3 of 4ERIC HOLMAN
Chief Operating OfficerCRD 5032558
DAVID BUCUR
Chief Compliance OfficerCRD 7657912
Chady AlAhmar
Chief Executive OfficerCRD 7716264
Contacts
3 of 17JOHN CLAYBON
Executive Manager DirectorCRD 4559433
WILLIAM DOVE
Senior Portfolio ManagerCRD 4234932
RANDY ADDIE
Senior Retirement Plan AdvisorCRD 3210340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$444M in ETFs
99%
$442M
<1%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $40.4M | 690,209 | 9.10% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 511 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
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