# 1834 INVESTMENT ADVISORS CO.

1834 INVESTMENT ADVISORS CO. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 105435
- Type: SEC-registered investment adviser
- SEC file number: 801-11335
- Location: 511 N BROADWAY, SUITE 801, MILWAUKEE, WI, 53202
- Phone: (414) 615-1012
- Latest filing: 2026-07-16
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 45
- Accounts: 966

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| David Paul Becker | SENIOR MANAGING DIRECTOR | — |
| James Paul Steiner | CHAIRMAN AND CHIEF INVESTMENT OFFICER | — |
| John Clifford Claybon | SENIOR MANAGING DIRECTOR | — |
| David Ross Bucur | CHIEF COMPLIANCE OFFICER | — |
| Mark Thomas Gorski | CHIEF FINANCIAL OFFICER | — |
| Chady Mohsen Alahmar | CHIEF EXECUTIVE OFFICER | — |
| Eric Scott Holman | CHIEF OPERATING OFFICER | — |
| Michael Daniel Ebner | ASSISTANT GENERAL COUNSEL | — |
| ZELLMER MARK ROBERT | DIRECTOR, CHAIRMAN; DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT (+2 more) | — |
| SEGERDAHL JOHAN CARL RAGNAR | DIRECTOR; DIRECTOR, CHAIRMAN, TREASURER; DIRECTOR, CHEIF OPERATING OFFICER (+2 more) | — |
| BECKER DAVID PAUL | DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER; DIRECTOR, VICE PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER (+7 more) | — |
| STEINER JAMES PAUL | CHAIRMAN; CHAIRMAN AND CHIEF INVESTMENT OFFICER; VICE PRESIDENT | — |
| HOLMAN ERIC SCOTT | CHIEF OPERATING OFFICER | — |
| WOJCIK MARC KENNETH | VICE PRESIDENT | — |
| HAKER WILLIAM ANDREW | CHAIRMAN; CHAIRMAN, DIRECTOR; DIRECTOR | — |
| KIRSTE DEBORAH JEAN | VICE PRESIDENT | — |
| FREER ELIZABETH ANN | SENIOR VICE PRESIDENT, DIRECTOR; SHAREHOLDER | — |
| SZATKOWSKI DAVID JAMES | SENIOR VICE PRESIDENT; VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| BECKER DAVID | VICE PRESIDENT | — |
| VORBECK LYNN | VICE PRESIDENT | — |
| WEBER DAVID PAUL | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| SYBURG JOHN FREDERIC | SHAREHOLDER | — |
| Bappert Matthew Frank | PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER | — |
| SMITH SOKONA BERTRINA | CHIEF COMPLIANCE OFFICER | — |
| BABINSKI STEVEN CHRISTOPHER | DIRECTOR AND SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105435/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105435/similar
- Related entities: https://search.stillhousedata.com/firm/105435/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105435

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.