HELVETIA INVESTMENT ADVISORS

Legal name: H I A - HELVETIA INVESTMENT ADVISORS SA

CRD 171155File 801-79688

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$506.8M

Above cohort median (national)

Discretionary AUM

$426.2M

Non-discretionary $80.7M

Clients

137

137 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: May 9, 2014
Principal office: VIA DELLA POSTA 4, LUGANO, 6900
Phone: +41919100583
Website: http://www.helvetia-ia.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $506.8M
Discretionary AUM: $426.2M
Non-discretionary AUM: $80.7M
Discretionary accounts: 122
Non-discretionary accounts: 15
Total accounts: 137
AUM per client: $3.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	131	$505.2M
Individuals (other than high net worth individuals)	6	$1.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
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 11

This 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.