Acadia Investment Advisors LLC

RIASEC Registered
Total AUM
$42M
Discretionary
$42M
100% of AUM
Avg account
$5.3M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
305957
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Acadia Investment Advisors LLC is a small, owner‑managed advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm’s client base is concentrated and high‑net‑worth, and it runs an AUM‑based fee model. Public funds and mutual funds are the primary vehicle for portfolio construction, and the firm does not identify as an active ESG investor. Advisory activity centers on custom portfolio management rather than institutional consulting or broad capital allocation. Investment activity appears centered on liquid, professionally managed pooled vehicles and separately managed accounts, reflecting a preference for delegated asset management and third‑party fund exposure rather than direct alternative holdings. The firm is set up as a limited liability company and reports a single‑office operating model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, US Government Bonds 30%, Exchange Traded Equities 20%, State & Local Bonds 5%, Cash & Cash Equivalents 5%40%
  • Public Funds/Mutual Funds40%
  • US Government Bonds30%
  • Exchange Traded Equities20%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Eric Tornoe

    Eric Tornoe

    Managing Member And Chief Compliance OfficerCRD 7183412

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth