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CLADIS INVESTMENT ADVISORY LLC
CRD 153873File 801-126137
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$242.6M
Below cohort median (national)
Discretionary AUM
$242.0M
Non-discretionary $650K
Clients
119
274 accounts
Employees
3
Below cohort median in MT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 21, 2022
- Principal office
- 180 S. 32ND ST. WEST, SUITE 1, BILLINGS, MT, 59102
- Phone
- 406-259-4939
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.6M
- Discretionary AUM
- $242.0M
- Non-discretionary AUM
- $650K
- Discretionary accounts
- 271
- Non-discretionary accounts
- 3
- Total accounts
- 274
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $39.8M |
| Charitable organizations | 5 | $51.8M |
| High net worth individuals | 46 | $123.7M |
| Individuals (other than high net worth individuals) | 68 | $27.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.