Overview
Assets Under Management: $243 million
Headquarters: BILLINGS, MT
High-Net-Worth Clients: 46
Average Client Assets: $2.7 million
Frequently Asked Questions
CLADIS INVESTMENT ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153873), CLADIS INVESTMENT ADVISORY LLC is subject to fiduciary duty under federal law.
CLADIS INVESTMENT ADVISORY LLC is headquartered in BILLINGS, MT.
CLADIS INVESTMENT ADVISORY LLC serves 46 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, CLADIS INVESTMENT ADVISORY LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLADIS INVESTMENT ADVISORY LLC manages $243 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, CLADIS INVESTMENT ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.00%
Average Client Assets: $2.7 million
Total Client Accounts: 274
Discretionary Accounts: 271
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 153873
Filing ID: 2061098
Last Filing Date: 2026-03-05 13:45:38