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1836 Asset Management, LLC

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Client assets under management

$386,563,945

Clients

48

100% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

24

Low

Average account size

$8,053,416

About

1836 Asset Management provides investment supervisory and separately managed account services to high‑net‑worth individuals, trusts, businesses and family offices, typically requiring minimum investable assets of $500,000 (negotiable). The firm evaluates and recommends third‑party investment managers, hires subadvisers to implement agreed models, and on a limited basis offers administrative (non‑advisory) services.

The firm pursues an equity‑focused, multi‑year ownership approach but employs a range of strategies (long‑term, short‑term, trading, margin and options) tailored to client objectives and risk tolerances, with subadvisers executing portfolio models. As of December 31, 2025, approximately $228 million of its roughly $386 million in regulatory AUM was managed on a non‑discretionary basis versus $158 million discretionary, so many client accounts require prior client approval for transactions.

Compared with many peers, 1836’s substantial non‑discretionary footprint and routine use of subadvisers are notable, and the firm does not vote client proxies—clients or their other advisers retain voting authority. The firm uses a primary custodian relationship with Fidelity for custody and operational support and generally does not aggregate trades because client approvals occur at different times, which can lead to differing execution prices across accounts.

Client services

Portfolio management Selection of other advisers Administrative services

Expertise

Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Fixed annual fee payable quarterly, in advance for administrative services to non-advisory clients

Percentage

$0 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.9% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.5%

Other

Account minimum: $500,000

Main office location

1836 Asset Management, LLC

245 Cedar Sage Dr., Suite 250

Garland TX 75040, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 888-808-8278

Advisors at this firm

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user avatar

Holly B

Series 63, Series 66

Garland, TX

1836 Asset Management, LLC

Holly Brower is a financial advisor with 17 years of industry experience, currently with 1836 Asset Management, LLC. She holds Series 63 and Series 66 licenses and has previously worked at Grey Rock Asset Management, Raymond James & Associates, and Deutsche Bank Securities. 1836 Asset Management provides investment management and supervisory services primarily to high-net-worth individuals, trusts, family offices, and businesses, focusing on equity investments with a multi-year ownership approach. The firm employs various strategies and frequently engages subadvisers, managing a significant portion of assets on a non-discretionary basis.

Options & derivatives strategies Private / alternative investments
user avatar

Douglas W

Series 63, Series 65

Garland, TX

1836 Asset Management, LLC

Douglas Wall is a financial advisor with 35 years of industry experience, currently with 1836 Asset Management, LLC. He holds Series 63 and Series 65 credentials and has worked at Grey Rock Asset Management, Raymond James & Associates, and Deutsche Bank Securities. Outside of his advisory role, he is a partner in YardSale Texas, LLC, a business that sells overstocked items through various retail channels. 1836 Asset Management serves high-net-worth individuals, trusts, family offices, and businesses, typically managing separately managed accounts. The firm employs an equity-focused, multi-year ownership approach and frequently uses third-party subadvisers, managing a significant portion of assets on a non-discretionary basis.

Options & derivatives strategies Private / alternative investments
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