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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

1836 ASSET MANAGEMENT, LLC

CRD 313389

GARLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2b84bfa-232c-a676-ab1c-5300b27b7597

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
On other graphs: 0
Observed: Mar 29, 2021 to Mar 25, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $387MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $158M
Private client RAUM: $387MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $193Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 326
High net worth clients: 48
SEC number: 801-120979
CRD: 313389
Filings on the tape: 17
First filed: Mar 29, 2021
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: 1836assetmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS SCOTT WALL	n/a	GARLAND, TX	5	36	3	no
HOLLY LEIGH BROWER	n/a	GARLAND, TX	4	15	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWER, HOLLY, LEIGH	CHIEF COMPLIANCE OFFICER	Na	yes	09/2024	Mar 29, 2021	Oct 1, 2024
PERRY, GRIFFIN, ANDREW	MANAGING MEMBER	D	yes	02/2021	Mar 29, 2021	Oct 1, 2024
WALL, DOUGLAS, SCOTT	MANAGING MEMBER & CHIEF INVESTMENT OFFICER	D	yes	03/2021	Mar 29, 2021	Oct 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$387M	$158M	3	3	n/a	n/a
2024	Feb 27, 2025	$360M	$139M	4	3	n/a	n/a
2023	Mar 28, 2024	$418M	$235M	3	3	n/a	n/a
2022	Mar 30, 2023	$263M	$124M	3	3	n/a	n/a
2021	Mar 30, 2022	$296M	$0	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$387M	$360M	7.4%	$263M	13.8%	3	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	3	May 10, 2021	Dec 8, 2021	DALLAS, TX	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (3)

← HOLLY LEIGH BROWERAdvisorregistration: current employment
Dec 8, 2021 to presentfactForm ADV
← DOUGLAS SCOTT WALLAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← JESSICA NOELLE GRIGSBY BORDELONAdvisorregistration: previous registration
Dec 8, 2021 to Jul 29, 2025factForm ADV

Controls (3)

← WALL, DOUGLAS, SCOTTOwnerMANAGING MEMBER & CHIEF INVESTMENT OFFICER, ownership code D, individual
Mar 29, 2021 to Oct 1, 2024factForm ADV
← BROWER, HOLLY, LEIGHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2021 to Oct 1, 2024factForm ADV
← PERRY, GRIFFIN, ANDREWOwnerMANAGING MEMBER, ownership code D, individual
Mar 29, 2021 to Oct 1, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser3 advisors, team lift out
May 10, 2021 to Dec 8, 2021factForm ADV

Dated events

Occurred
Jul 29, 2025
Advisor changed firm
Jessica Noelle Grigsby Bordelon left 1836 Asset Management, Llc for Westwood Wealth Management (registered 2025-09-18)
Form ADVobserved 6 days ago
Occurred
Oct 1, 2024
Control person left
Reade Matthew Miller (Managing Member) no longer on Schedule A of 1836 Asset Management, Llc (listed 2024-04-04, absent 2024-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 1, 2024
Control person left
Tubb Emily Fuquay (Chief Compliance Officer & General Counsel) no longer on Schedule A of 1836 Asset Management, Llc (listed 2024-04-04, absent 2024-10-01)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
1836 Asset Management, Llc reported RAUM $417.7M, up 59% from $262.5M (2023-03-30 to 2024-03-28)
Form ADVobserved 6 days ago
$155M
Occurred
Jul 29, 2022
Control person joined
Leigh Holly Brower (Chief Operations Officer) appeared on Schedule A of 1836 Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
1836 Asset Management, Llc reported RAUM $296.4M, up 133% from $127.2M (2021-07-01 to 2022-03-30)
Form ADVobserved 6 days ago
$169M
Occurred
Jul 1, 2021
Control person left
Leigh Holly Brower (Chief Operating Officer/Chief Compliance Officer) no longer on Schedule A of 1836 Asset Management, Llc (listed 2021-06-16, absent 2021-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2021
Control person joined
Reade Matthew Miller (Managing Member) appeared on Schedule A of 1836 Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Jul 1, 2021
Control person joined
Tubb Emily Fuquay (Chief Compliance Officer & General Counsel) appeared on Schedule A of 1836 Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
First Form ADV filing
Grey Rock Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2b84bfa-232c-a676-ab1c-5300b27b7597
First observed: Mar 29, 2021
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

1836 ASSET MANAGEMENT, LLC

CRD 313389

GARLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2b84bfa-232c-a676-ab1c-5300b27b7597

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS SCOTT WALL

n/a

GARLAND, TX

HOLLY LEIGH BROWER

n/a

GARLAND, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWER, HOLLY, LEIGH

CHIEF COMPLIANCE OFFICER

yes

09/2024

Mar 29, 2021

Oct 1, 2024

PERRY, GRIFFIN, ANDREW

MANAGING MEMBER

yes

02/2021

Mar 29, 2021

Oct 1, 2024

WALL, DOUGLAS, SCOTT

MANAGING MEMBER & CHIEF INVESTMENT OFFICER

yes

03/2021

Mar 29, 2021

Oct 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$387M

$158M

n/a

2024

Feb 27, 2025

$360M

$139M

n/a

2023

Mar 28, 2024

$418M

$235M

n/a

2022

Mar 30, 2023

$263M

$124M

n/a

2021

Mar 30, 2022

$296M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$387M

$360M

7.4%

$263M

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

May 10, 2021

Dec 8, 2021

DALLAS, TX

Team lift out

Ibd to new firm

0.1%