CLADIS INVESTMENT ADVISORY LLC
Firm details
- Headquarters
- BILLINGS, Montana
- CRD number
- 153873
- Registered since
- July 21, 2022
- Website
- cladisadvisory.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51%
- Charitable Organizations21.33%
- Corporations / Businesses16.41%
- Individuals11.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cladis Investment Advisory LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Cladis reports it is not an active ESG investor, does not operate as a capital allocator or pension consultant, and is not identified as a multi-state or related adviser.
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
- Exchange Traded Equities73%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1TRACY HAWBAKER
Chief Operations OfficerCRD 4981864
Contacts
2 of 2Henry Zander
Wealth Management AssociateCRD 8159319
NICHOLAS CLADIS
OwnerCRD 47182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$51.5M in ETFs
94%
$48.6M
4%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $3.3M | 5,761 | 6.46% |
Location
BILLINGS, MT
YELLOWSTONE
Location
BILLINGS, MT
Headquartered in BILLINGS, MT, in the West of the United States.
- Region
- West
- County
- YELLOWSTONE
- Address
- 180 S 32nd St W
- Time zone
- MT (UTC-7)
- Office locations
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