1834 INVESTMENT ADVISORS CO.
CRD #105435 SEC #801-11335 MILWAUKEE, WI (414) 615-1012
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
25
Clients
51
Accounts
924
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1B | $1B | $0 | 25 | 0 |
| Apr 2025 | $1B | $1B | $0 | 25 | 0 |
| Mar 2025 | $1B | $1B | $0 | 25 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 28 | 0 |
| Oct 2023 | $1.1B | $1.1B | $0 | 12 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 12 | 0 |
| Dec 2022 | $966.9M | $963.7M | $3.1M | 10 | 0 |
| Nov 2022 | $966.9M | $963.7M | $3.1M | 10 | 0 |
| Nov 2022 | $966.9M | $963.7M | $3.1M | 10 | 0 |
| Sep 2022 | $966.9M | $963.7M | $3.1M | 10 | 0 |
| May 2022 | $966.9M | $963.7M | $3.1M | 9 | 0 |
| Mar 2022 | $966.9M | $963.7M | $3.1M | 7 | 0 |
| Feb 2022 | $868.1M | $865.5M | $2.6M | 7 | 0 |
| Apr 2021 | $868.1M | $865.5M | $2.6M | 7 | 0 |
| Mar 2021 | $868.1M | $865.5M | $2.6M | 7 | 0 |
| Jun 2020 | $881.9M | $879.5M | $2.4M | 7 | 0 |
| Mar 2020 | $881.9M | $879.5M | $2.4M | 7 | 0 |
| May 2019 | $758.4M | $756.3M | $2.1M | 6 | 0 |
| Mar 2019 | $758.4M | $756.3M | $2.1M | 6 | 0 |
| Feb 2019 | $785.5M | $783.3M | $2.1M | 6 | 0 |
| Oct 2018 | $785.5M | $783.3M | $2.1M | 8 | 0 |
| Aug 2018 | $785.5M | $783.3M | $2.1M | 8 | 0 |
| Apr 2018 | $785.5M | $783.3M | $2.1M | 8 | 0 |
| Mar 2018 | $785.5M | $783.3M | $2.1M | 8 | 375 |
| Oct 2017 | $707.2M | $705.4M | $1.9M | 9 | 350 |
| Sep 2017 | $707.2M | $705.4M | $1.9M | 10 | 365 |
| Mar 2017 | $707.2M | $705.4M | $1.9M | 10 | 365 |
| Sep 2016 | $605M | $603.2M | $1.8M | 9 | 700 |
| Aug 2016 | $605M | $603.2M | $1.8M | 9 | 700 |
| Feb 2016 | $605M | $603.2M | $1.8M | 9 | 700 |
| Feb 2016 | $605M | $603.2M | $1.8M | 9 | 700 |
| Mar 2015 | $603.1M | $601.2M | $1.9M | 9 | 700 |
| Mar 2015 | $603.1M | $601.2M | $1.9M | 9 | 700 |
| Mar 2014 | $561.9M | $560.1M | $1.8M | 9 | 700 |
| Mar 2014 | $561.9M | $560.1M | $1.8M | 9 | 700 |
| Dec 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Oct 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Oct 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Jun 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| May 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| May 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Mar 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Mar 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Mar 2013 | $509.8M | $508.2M | $1.6M | 9 | 700 |
| Sep 2012 | $400.8M | $399.1M | $1.7M | 6 | 600 |
| Mar 2012 | $400.8M | $399.1M | $1.7M | 6 | 600 |
| Feb 2012 | $400.8M | $399.1M | $1.7M | 6 | 600 |
| Mar 2011 | $308.1M | $306.3M | $1.8M | 10 | -- |
| Jan 2011 | $270.2M | $268.4M | $1.7M | 10 | -- |
| Jan 2011 | $270.2M | $268.4M | $1.7M | 10 | -- |
| Oct 2010 | $270.2M | $268.4M | $1.7M | 10 | -- |
| Jul 2010 | $270.2M | $268.4M | $1.7M | 10 | -- |
| Jun 2010 | $270.2M | $268.4M | $1.7M | 10 | -- |
| Mar 2010 | $270.2M | $268.4M | $1.7M | 10 | -- |
| Feb 2009 | $236.6M | $235M | $1.6M | 10 | -- |
| Mar 2008 | $303.3M | $301.5M | $1.8M | 10 | -- |
| Sep 2007 | $280.3M | $278.5M | $1.8M | 5 | -- |
| Sep 2007 | $280.3M | $278.5M | $1.8M | 5 | -- |
| Aug 2007 | $280.3M | $278.5M | $1.8M | 5 | -- |
| Mar 2007 | $280.3M | $278.5M | $1.8M | 5 | -- |
| Mar 2007 | $207.3M | $205.4M | $1.9M | 10 | -- |
| Feb 2007 | $207.3M | $205.4M | $1.9M | 10 | -- |
| Mar 2006 | $207.3M | $205.4M | $1.9M | 10 | -- |
| Jan 2006 | $192.8M | $191M | $1.8M | 10 | -- |
| Sep 2005 | $192.8M | $191M | $1.8M | -- | -- |
| Aug 2004 | $181.5M | $179.8M | $1.7M | -- | -- |
| May 2004 | $181.5M | $179.8M | $1.7M | -- | -- |
| Mar 2002 | $200.5M | $198.9M | $1.6M | 10 | -- |
| Aug 2001 | $258.3M | $253.6M | $4.7M | 5 | -- |
| Aug 2001 | $258.3M | $253.6M | $4.7M | 5 | -- |
DateAug 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients0
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees28
Clients0
DateOct 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateDec 2022
Total AUM$966.9M
Discretionary$963.7M
Non-Disc.$3.1M
Employees10
Clients0
DateNov 2022
Total AUM$966.9M
Discretionary$963.7M
Non-Disc.$3.1M
Employees10
Clients0
DateNov 2022
Total AUM$966.9M
Discretionary$963.7M
Non-Disc.$3.1M
Employees10
Clients0
DateSep 2022
Total AUM$966.9M
Discretionary$963.7M
Non-Disc.$3.1M
Employees10
Clients0
DateMay 2022
Total AUM$966.9M
Discretionary$963.7M
Non-Disc.$3.1M
Employees9
Clients0
DateMar 2022
Total AUM$966.9M
Discretionary$963.7M
Non-Disc.$3.1M
Employees7
Clients0
DateFeb 2022
Total AUM$868.1M
Discretionary$865.5M
Non-Disc.$2.6M
Employees7
Clients0
DateApr 2021
Total AUM$868.1M
Discretionary$865.5M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2021
Total AUM$868.1M
Discretionary$865.5M
Non-Disc.$2.6M
Employees7
Clients0
DateJun 2020
Total AUM$881.9M
Discretionary$879.5M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2020
Total AUM$881.9M
Discretionary$879.5M
Non-Disc.$2.4M
Employees7
Clients0
DateMay 2019
Total AUM$758.4M
Discretionary$756.3M
Non-Disc.$2.1M
Employees6
Clients0
DateMar 2019
Total AUM$758.4M
Discretionary$756.3M
Non-Disc.$2.1M
Employees6
Clients0
DateFeb 2019
Total AUM$785.5M
Discretionary$783.3M
Non-Disc.$2.1M
Employees6
Clients0
DateOct 2018
Total AUM$785.5M
Discretionary$783.3M
Non-Disc.$2.1M
Employees8
Clients0
DateAug 2018
Total AUM$785.5M
Discretionary$783.3M
Non-Disc.$2.1M
Employees8
Clients0
DateApr 2018
Total AUM$785.5M
Discretionary$783.3M
Non-Disc.$2.1M
Employees8
Clients0
DateMar 2018
Total AUM$785.5M
Discretionary$783.3M
Non-Disc.$2.1M
Employees8
Clients375
DateOct 2017
Total AUM$707.2M
Discretionary$705.4M
Non-Disc.$1.9M
Employees9
Clients350
DateSep 2017
Total AUM$707.2M
Discretionary$705.4M
Non-Disc.$1.9M
Employees10
Clients365
DateMar 2017
Total AUM$707.2M
Discretionary$705.4M
Non-Disc.$1.9M
Employees10
Clients365
DateSep 2016
Total AUM$605M
Discretionary$603.2M
Non-Disc.$1.8M
Employees9
Clients700
DateAug 2016
Total AUM$605M
Discretionary$603.2M
Non-Disc.$1.8M
Employees9
Clients700
DateFeb 2016
Total AUM$605M
Discretionary$603.2M
Non-Disc.$1.8M
Employees9
Clients700
DateFeb 2016
Total AUM$605M
Discretionary$603.2M
Non-Disc.$1.8M
Employees9
Clients700
DateMar 2015
Total AUM$603.1M
Discretionary$601.2M
Non-Disc.$1.9M
Employees9
Clients700
DateMar 2015
Total AUM$603.1M
Discretionary$601.2M
Non-Disc.$1.9M
Employees9
Clients700
DateMar 2014
Total AUM$561.9M
Discretionary$560.1M
Non-Disc.$1.8M
Employees9
Clients700
DateMar 2014
Total AUM$561.9M
Discretionary$560.1M
Non-Disc.$1.8M
Employees9
Clients700
DateDec 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateOct 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateOct 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateJun 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateMay 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateMay 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateMar 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateMar 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateMar 2013
Total AUM$509.8M
Discretionary$508.2M
Non-Disc.$1.6M
Employees9
Clients700
DateSep 2012
Total AUM$400.8M
Discretionary$399.1M
Non-Disc.$1.7M
Employees6
Clients600
DateMar 2012
Total AUM$400.8M
Discretionary$399.1M
Non-Disc.$1.7M
Employees6
Clients600
DateFeb 2012
Total AUM$400.8M
Discretionary$399.1M
Non-Disc.$1.7M
Employees6
Clients600
DateMar 2011
Total AUM$308.1M
Discretionary$306.3M
Non-Disc.$1.8M
Employees10
Clients--
DateJan 2011
Total AUM$270.2M
Discretionary$268.4M
Non-Disc.$1.7M
Employees10
Clients--
DateJan 2011
Total AUM$270.2M
Discretionary$268.4M
Non-Disc.$1.7M
Employees10
Clients--
DateOct 2010
Total AUM$270.2M
Discretionary$268.4M
Non-Disc.$1.7M
Employees10
Clients--
DateJul 2010
Total AUM$270.2M
Discretionary$268.4M
Non-Disc.$1.7M
Employees10
Clients--
DateJun 2010
Total AUM$270.2M
Discretionary$268.4M
Non-Disc.$1.7M
Employees10
Clients--
DateMar 2010
Total AUM$270.2M
Discretionary$268.4M
Non-Disc.$1.7M
Employees10
Clients--
DateFeb 2009
Total AUM$236.6M
Discretionary$235M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2008
Total AUM$303.3M
Discretionary$301.5M
Non-Disc.$1.8M
Employees10
Clients--
DateSep 2007
Total AUM$280.3M
Discretionary$278.5M
Non-Disc.$1.8M
Employees5
Clients--
DateSep 2007
Total AUM$280.3M
Discretionary$278.5M
Non-Disc.$1.8M
Employees5
Clients--
DateAug 2007
Total AUM$280.3M
Discretionary$278.5M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2007
Total AUM$280.3M
Discretionary$278.5M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2007
Total AUM$207.3M
Discretionary$205.4M
Non-Disc.$1.9M
Employees10
Clients--
DateFeb 2007
Total AUM$207.3M
Discretionary$205.4M
Non-Disc.$1.9M
Employees10
Clients--
DateMar 2006
Total AUM$207.3M
Discretionary$205.4M
Non-Disc.$1.9M
Employees10
Clients--
DateJan 2006
Total AUM$192.8M
Discretionary$191M
Non-Disc.$1.8M
Employees10
Clients--
DateSep 2005
Total AUM$192.8M
Discretionary$191M
Non-Disc.$1.8M
Employees--
Clients--
DateAug 2004
Total AUM$181.5M
Discretionary$179.8M
Non-Disc.$1.7M
Employees--
Clients--
DateMay 2004
Total AUM$181.5M
Discretionary$179.8M
Non-Disc.$1.7M
Employees--
Clients--
DateMar 2002
Total AUM$200.5M
Discretionary$198.9M
Non-Disc.$1.6M
Employees10
Clients--
DateAug 2001
Total AUM$258.3M
Discretionary$253.6M
Non-Disc.$4.7M
Employees5
Clients--
DateAug 2001
Total AUM$258.3M
Discretionary$253.6M
Non-Disc.$4.7M
Employees5
Clients--