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1836 Asset Management, LLC

● SEC registered since 2021CRD 313389SEC# 801-120979Garland, TX
Export (members)
Reg. AUM
$386.6M
Employees
3
Accounts
326
Location
Garland, TX

1836 Asset Management, LLC assets under management

1836 Asset Management, LLC is an investment advisory firm registered with the SEC based in Garland, TX. The firm has been registered since 2021. It reports $386.6 million in regulatory assets under management and employs 3 people.

1836 Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Douglas Scott Wall ControlManaging Member & Chief Investment Officer50-75%2021
Griffin Andrew Perry ControlManaging Member50-75%2021
Holly Leigh Brower ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2024

Frequently asked questions

How much does 1836 Asset Management, LLC manage?

1836 Asset Management, LLC reports $386.6 million in regulatory assets under management on its Form ADV.

How many employees does 1836 Asset Management, LLC have?

1836 Asset Management, LLC reports 3 employees.

Where is 1836 Asset Management, LLC located?

1836 Asset Management, LLC is based in Garland, TX and has been SEC-registered since 2021.

Does 1836 Asset Management, LLC disclose fund performance?

1836 Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address245 Cedar Sage Dr., Suite 250, Garland, TX 75040
Phone888-808-8278
Office hours9a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$386.6M▲ 7%
Feb '25 — $360MMar '25 — $360MApr '25 — $360MMay '25 — $360MJun '25 — $360MJul '25 — $360MAug '25 — $360MSep '25 — $360MOct '25 — $360MNov '25 — $360MDec '25 — $360MJan '26 — $360MFeb '26 — $360MMar '26 — $386.6MApr '26 — $386.6MMay '26 — $386.6MJun '26 — $386.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$386.6Mregulatory AUM
Discretionary $158.2MNon-discretionary $228.4M