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The fee is billed in advance, is negotiable and has a $7,500 annual minimum.","source":"FORM ADV PART 2A MARCH 2026, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does 1900 Wealth Management use?","answer":"1900 Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.1B and Fifth Third Securities, Inc. (Cincinnati, OH), with $829M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 1900 Wealth Management have?","answer":"1900 Wealth Management has 18 investment adviser representatives registered with state securities authorities, out of 22 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 1900 Wealth Management invest in?","answer":"At the end of its last fiscal year, 1900 Wealth Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 9% U.S. government and agency bonds, 9% pooled vehicles (private funds and similar), 5% exchange-traded equities, 4% state and local bonds and 1% investment grade corporate bonds. It advises 12 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 1900 Wealth Management?","answer":"1900 Wealth Management is owned through a holding company by Jefferson Bancshares, Inc. 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