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 organized as an LLC. The firm has been SEC-registered since 1999 and is owned by an individual owner. Its client mix includes individuals and families as well as institutional clients. Arcadia provides fee-based portfolio management, primarily for individuals and small businesses, charging a percentage of assets under management. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; instead it constructs portfolios using public pooled vehicles and select third-party strategies. Arcadia was named a Top RIA Firms to Watch by investor.com 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 3
Howard Teutsch
Investment AdvisorCRD 5354478
Richard Teutsch
Investment ManagerCRD 2639169
Trevor Teutsch
Associate AdvisorCRD 7608982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$253M in ETFs
95%
$240M
5%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $23.1M | 65,638 | 9.11% |
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
Similar firms
Summit Wealth and Retirement Partners
RIAEagle, ID
RW Investment Management LLC
RIAEagle, ID
Continuum Advisory, LLC
RIAEagle, ID
Prominence Capital
RIAEagle, ID
Bahr Financial Planning Network, Inc.
RIAEagle, ID
Profitscore Capital Management, Inc.
RIAEagle, ID