Chicago, IL Office

Team
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1834 Investment Advisors Co.

Team

Firm-wide stats for 1834 Investment Advisors Co.

Total advisors

17

Across 9 offices

Clients per advisor

22 Very Low

Avg AUM per client

$2,755,731 Very High

HNW client ratio

57% Very High

About

1834 Investment Advisors provides discretionary and non‑discretionary investment management, ongoing financial planning, and retirement plan services to a mix of high‑net‑worth individuals and institutional clients, including pension plans, trusts, estates, charitable organizations and other plan sponsors. The firm also offers private investment consulting and access to alternative investment models through a third‑party platform.

The firm structures client relationships around a written Investment Policy Statement and emphasizes asset allocation and customized portfolio strategies across equities, fixed income, ETFs and alternatives, with regular portfolio reviews and client consultations; discretionary management is the firm’s primary service. 1834 uses internal and externally sourced models (including strategies developed by its affiliate) and may hire sub‑advisers to implement specific strategies or alternative investments.

What distinguishes 1834 from many peers is its ownership and operating relationships: it is a wholly owned subsidiary of Old National Bancorp and works closely with Old National Bank (including shared employees and provision of proprietary model strategies to the bank), and it discloses potential conflicts where it or its affiliates may have financial interests in private investments it recommends. The firm also highlights specialized services such as management of cash‑balance defined benefit plans and a private investment consulting program that includes due diligence support and administrative coordination.

Based on 1834 Investment Advisors Co.

Expertise

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management

Based on 1834 Investment Advisors Co.

Location

8750 West Bryn Mawr Avenue

Chicago IL 60657

Advisors at this office

4

Advisors at this office

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Steven F

Series 65

Chicago, IL

1834 Investment Advisors Co.

Steven Fletcher is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding a Series 65 designation and two years of industry experience. He has worked at several firms, including Old National Bank and Raymond James Financial Services. Fletcher serves as a Retirement Plan Services Advisor for both 1834 Investment Advisors and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies across multiple asset classes, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Richert H

CFP®, Series 66

Chicago, IL

1834 Investment Advisors Co.

Richert Hart is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior roles include positions at Mission Square Retirement, Mission Square Investment Services, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, Capital One Financial Advisors, and Chevy Chase Financial Services. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp and offering specialized services such as cash-balance defined benefit plans and private investment consulting.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Christopher K

CFP®, Series 63, Series 66

Chicago, IL

1834 Investment Advisors Co.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Randy A

Series 63, Series 65

Chicago, IL

1834 Investment Advisors Co.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Old National Bank, LPL Financial LLC, Sentry Insurance, and Ameriprise Advisor Services, Inc. He also serves as Vice President at Old National Bank. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies governed by written Investment Policy Statements and operates as a wholly owned subsidiary of Old National Bancorp, collaborating closely with Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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