1834 Investment Advisors Co.
● SEC registered since 1976CRD 105435SEC# 801-11335Milwaukee, WI
Reg. AUM
$2.2B
Employees
45
Accounts
966
Location
Milwaukee, WI
About 1834 Investment Advisors Co.
1834 Investment Advisors Co. is an SEC-registered investment adviser and wholly owned subsidiary of Old National Bancorp. It offers customized institutional services, personal wealth and portfolio management, and retirement plan guidance for businesses and nonprofits. The firm partners with individuals and institutions on long-term investment strategies as part of Old National's broader 1834 wealth management offering.
Summary based on the firm’s website.
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
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chady Mohsen Alahmar | Chief Executive Officer | Under 5% | 2022 |
| Connie Lynn Stein | Chief Financial Officer | Under 5% | 2026 |
| David Paul Becker Control | Senior Managing Director | Under 5% | 2001 |
| David Ross Bucur Control | Chief Compliance Officer | Under 5% | 2022 |
| Eric Scott Holman Control | Chief Operating Officer | Under 5% | 2023 |
| James Paul Steiner Control | Investment Executive | Under 5% | 2026 |
| John Clifford Claybon | Senior Managing Director | Under 5% | 2022 |
| Michael Daniel Ebner | Assistant General Counsel | Under 5% | 2023 |
| Michael John Skinner | Senior Managing Director | Under 5% | 2026 |
| Old National Bancorp Control | Shareholder | Over 75% | 2022 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 511 N Broadway, Suite 801, Milwaukee, WI 53202 |
| Phone | (414) 615-1012 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1138486 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.2B▲ 112%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,369 advisers
EmployeesTop 13%
More than 87% of 16,804 advisers
Assets under management
$2.2Bregulatory AUM
Discretionary $2.2B