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1834 Investment Advisors Co.

● SEC registered since 1976CRD 105435SEC# 801-11335Milwaukee, WI
Export (members)
Reg. AUM
$2.2B
Employees
45
Accounts
966
Location
Milwaukee, WI

1834 Investment Advisors Co. assets under management

1834 Investment Advisors Co. is a registered investment adviser overseen by the SEC based in Milwaukee, WI. The firm has been registered since 1976. It reports $2.2 billion in regulatory assets under management and employs 45 people.

1834 Investment Advisors Co. owners & executives

10 reported
NameTitleOwnershipSince
Chady Mohsen AlahmarChief Executive OfficerUnder 5%2022
Connie Lynn SteinChief Financial OfficerUnder 5%2026
David Paul Becker ControlSenior Managing DirectorUnder 5%2001
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Frequently asked questions

How much does 1834 Investment Advisors Co. manage?

1834 Investment Advisors Co. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does 1834 Investment Advisors Co. have?

1834 Investment Advisors Co. reports 45 employees.

Where is 1834 Investment Advisors Co. located?

1834 Investment Advisors Co. is based in Milwaukee, WI and has been SEC-registered since 1976.

Does 1834 Investment Advisors Co. disclose fund performance?

1834 Investment Advisors Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address511 N Broadway, Suite 801, Milwaukee, WI 53202
Phone(414) 615-1012
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1138486
Discloses disciplinary historyNo

Regulatory AUM

$2.2B▲ 112%
Mar '25 — $1.03BApr '25 — $1.03BMay '25 — $1.03BJun '25 — $1.03BJul '25 — $1.03BAug '25 — $1.03BSep '25 — $1.03BOct '25 — $1.03BNov '25 — $1.03BDec '25 — $1.03BJan '26 — $1.03BFeb '26 — $1.03BMar '26 — $2.2BApr '26 — $2.2BMay '26 — $2.2BJun '26 — $2.2B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$2.2Bregulatory AUM
Discretionary $2.2B