CRD: 105435
1834 Investment Advisors Co.
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- Custodian
- Charles Schwab & Company · Empower · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-13-1976
- Office Locations
- 9
Office Locations
About 1834 Investment Advisors Co.
1834 Investment Advisors Co. is an SEC-registered RIA and wholly owned subsidiary of Old National Bancorp, serving individuals, institutions, and employer retirement plans from Milwaukee. The firm provides customized wealth and portfolio management, institutional advisory support, and retirement plan design for businesses and nonprofits. Its discretionary SMA platform is ETF-centric, with custody commonly including Schwab.
Reported data analysis
What the numbers show
Between August 13, 2025 and September 4, 2026, reported AUM increased 112.3%, from $1.0B to $2.2B.
Across 5 reported observations, AUM increased 127.2% between December 2, 2022 and September 4, 2026, from $966.9M to $2.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 30 advisory representatives and 542 clients, or 18.1 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 9 reported office locations and 50 years in operation. The source data was last updated on September 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
Chady Mohsen AlAhmar
Chief Executive Officer, Wealth Management
- CRD
- --
- Ownership
- Less than 5%
DAVID PAUL BECKER MR.
Senior Managing Director
- CRD
- #2839572
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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RANDY JOSEPH ADDIE
Retirement Plan Advisor
- CRD
- #3210340
Tammy Brusehaver-Derby
--
- CRD
- #8093758
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,196,582,334 | $2,273,895 |
| Non-Discretionary | $0 | -- |
| Total | $2,196,582,334 | $2,273,895 |
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Separately Managed Accounts
SMA allocation detail is available
1834 Investment Advisors Co. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
1834 Investment Advisors Co.'s 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.