1836 Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed annual fee payable quarterly, in advance for administrative services to non-advisory clients
$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%
Account minimum: $500,000
Main office
245 Cedar Sage Dr., Suite 250
Garland TX 75040
Advisors at this office
2
Most active in
Texas
Also doing business as
1836 Asset Management, LLC · Grey Rock Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Holly B
Series 63, Series 66
Garland, TX
1836 Asset Management, LLC
Holly Brower is a financial advisor at 1836 Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining 1836 Asset Management, she worked at Grey Rock Asset Management, LLC and Raymond James & Associates. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership approach complemented by a range of strategies executed by subadvisers, with a notable emphasis on non-discretionary accounts and tailored client approval processes.
Douglas W
Series 63, Series 65
Garland, TX
1836 Asset Management, LLC
Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.
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