1836 Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garland, TX. Its latest Form ADV filing, dated March 25, 2026, reports $387M in regulatory assets under management, 3 employees, and 326 accounts.
Assets Under Management
$387M
Employees
3
Offices
--
Total Clients
48
Primary office
GARLAND, TX
245 CEDAR SAGE DR., SUITE 250, GARLAND, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 25, 2026
Discretionary40.9%
$158M
41% of total RAUM40.9%
Non-discretionary59.1%
$228M
59% of total RAUM59.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$387M
Total Accounts326
10Y AUM Change+$387M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee16:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.