# 1834 Investment Advisors

1834 Investment Advisors is a Bank / Wealth / Trust based in Milwaukee, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Founded:** 1976
- **Assets under management:** 1100 (Altss estimate)
- **Website:** 1834investmentadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/1834-investment-advisors

## Regulatory record

- **CRD number:** 105435
- **SEC file number:** 801-11335
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105435

## About

Established in 1976, 1834 Investment Advisors offers financial planning, portfolio management, and wealth services to individuals, high-net-worth individuals, and institutions. It deploys capital through direct lending and standard portfolio construction in fixed income and equity exposures, all within the United States. Assets under management total $1.1 billion. The advisor operates as a registered investment advisor under a bank or trust structure.

## Sectors

- Outsourced Chief Investment Officer
- Retirement Plan Services
- Income Generating Strategies
- Alternatives

## Questions

### Who runs investment decisions at 1834 Investment Advisors?

No named principals or CIO appear in public records.

### Does 1834 Investment Advisors participate in fund commitments or only direct deals?

The firm lists direct lending among its strategies.

### What investment stages does 1834 Investment Advisors typically target?

No stage preferences are disclosed.

### How is 1834 Investment Advisors structured relative to a bank or trust?

Records list the subtype as Bank / Wealth / Trust.

## Related profiles

- [Byblos Fondo Pensione](https://altss.com/profile/byblos-fondo-pensione)
- [Ascent Wealth Partners](https://altss.com/profile/ascent-wealth-partners-awp)

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Last updated: 2026-07-11T16:11:44.000Z

Canonical page: https://altss.com/profile/1834-investment-advisors

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