1834 Investment Advisors Co.
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 542
- Avg AUM / client
- $4.1M
- Accounts
- 966
- Employees
- 45
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $67.2M | 3.06% |
| High net worth individuals | 210 | $950M | 43.2% |
| Pension and profit sharing plans | 168 | $1.2B | 53.6% |
| Charitable organizations | 4 | $1.8M | 0.08% |
| State or municipal government entities | 1 | $369K | 0.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Steinhafels Inc. Profit Sharing 401(k) Plan Steinhafels Inc. | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Paul Becker | Senior Managing Director | Apr 2001 (25y) | Less than 5% | |
| Al Ahmar, Chady, Mohsen | Chief Executive Officer | May 2022 (4y) | Less than 5% | |
| Gorski, Mark, Thomas | Chief Financial Officer | May 2022 (4y) | Less than 5% | |
| Steiner, James, Paul | Chairman And Chief Investment Officer | May 2022 (4y) | Less than 5% | |
| John Clifford Claybon | Senior Managing Director | CFA | Sep 2022 (4y) | Less than 5% |
| Bucur, David, Ross | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Ebner, Michael, Daniel | Assistant General Counsel | Oct 2023 (3y) | Less than 5% | |
| Holman, Eric, Scott | Chief Operating Officer | Oct 2023 (3y) | Less than 5% | |
| Christopher Michael Knappstein | Registered representative | CFP | Mar 2023 (3y) | |
| Donald Alan Powell | Registered representative | CFA | Jul 2023 (3y) | |
| John Walter Randall | Registered representative | Feb 2024 (2y) | ||
| Steven Lee Fletcher | Registered representative | Feb 2024 (2y) | ||
| Michael John Skinner | Registered representative | Feb 2024 (2y) | ||
| Randy Joseph Addie | Registered representative | Feb 2024 (2y) | ||
| Brandon J Muzzarelli | Registered representative | Jan 2025 (2y) | ||
| William Edwin Dove | Registered representative | CFA | Feb 2025 (1y) | |
| Alexander Abel Stellema | Registered representative | Feb 2025 (1y) | ||
| Sara Lynn Klaessy | Registered representative | Apr 2025 (1y) | ||
| Tammy Brusehaver Derby | Registered representative | May 2025 (1y) | ||
| Bradley Allen Dirksen | Registered representative | Oct 2025 (1y) | ||
| Chris Brumfield | Registered representative | Nov 2025 (1y) | ||
| Hussain Ali Fawaz | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Old National Bancorp | Shareholder | Feb 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Steinhafels Inc. Profit Sharing 401(k) Plan | Steinhafels Inc. | 599 | $51.6M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $890M (41% of AUM) Jul 2026
- Empower Financial Services, Inc. $384M (17% of AUM) Jul 2026
- Morgan Stanley $44.9M (5% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗