A complete list of active advisors currently associated with 1836 Asset Management, LLC

Warmer can help you find a great advisor at 1836 Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at 1836 Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.