AdFi
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1836 ASSET MANAGEMENT, LLC

SEC Registered
GARLAND, TXhttps://1836assetmgmt.com888-808-8278
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
326

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthState/Municipal

Who they serve

Client segmentClientsAssets managed
High Net Worth Individuals48$387M

0 total clients reported on Form ADV.

Leadership

Griffin Andrew Perry
MANAGING MEMBER
Douglas Scott Wall
MANAGING MEMBER & CHIEF INVESTMENT OFFICER
Holly Leigh Brower
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
GARLANDHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#313389
SEC Number
801-120979
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $500,000 (waivable)
Asset tierAnnual rate
$0-$1,000,0001.00%
$1,000,001 to $5,000,0000.90%
$5,000,001 to $10,000,0000.75%
$10,000,001 and above0.50%

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1836 ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

1836 ASSET MANAGEMENT, LLC in GARLAND, TX - Financial Advisory Firm | AdvisorFinder