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1836 ASSET MANAGEMENT, LLC

GARLAND, TX · CRD 313389 · IAPD ↗ · 1836assetmgmt.com · 888-808-8278

$386.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
December 2025 — 1836 ASSET MANAGEMENT, LLC moved its main office from DALLAS, TX to GARLAND, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
November 2024 — 1836 ASSET MANAGEMENT, LLC changed its website from greyrockam.com to 1836assetmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
November 2024 — GREY ROCK ASSET MANAGEMENT, LLC is now doing business as 1836 ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
69
April 2024 — GREY ROCK ASSET MANAGEMENT, LLC reported RAUM up 59% ($262.5M -> $417.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.