ARCADIA INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- EAGLE, Idaho
- CRD number
- 109590
- Registered since
- June 23, 1999
- Website
- arcadiaia.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.05%
- Individuals12.78%
- Pension & Profit Sharing Plans3.18%
- Charitable Organizations1.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Arcadia Investment Advisors, LLC is an independent registered investment adviser formed in 1999 and organized as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. Arcadia does not describe itself as a capital allocator and does not flag ESG investing as an active focus. The firm received a mention in investor.com’s "Top RIA Firms to Watch" list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 3HOWARD TEUTSCH
Investment AdvisorCRD 5354478
RICHARD TEUTSCH
Investment ManagerCRD 2639169
Trevor Teutsch
AdvisorCRD 7608982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$224M in ETFs
95%
$213M
5%
$11.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $20.2M | 67,443 | 8.99% |
Location
EAGLE, ID
ADA
Location
EAGLE, ID
Headquartered in EAGLE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 1028 S Bridgeway Pl
- Time zone
- MT (UTC-7)
- Office locations
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