Wealth Manager
    SEC Registered
    Manages Private Funds

    Cladis Investment Advisory LLC

    Registered investment advisor · Billings, Montana · CRD #153873

    Assets Under Management
    $243M
    Client Accounts
    274
    Employees
    3
    CRD Number
    153873
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc, J.p. Morgan Securities Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cladis Investment Advisory LLC

    Cladis Investment Advisory LLC is a SEC-registered investment advisory firm headquartered in Billings, Montana, managing approximately $243M in regulatory assets across 274 client accounts. The firm's full regulatory record is filed with the SEC under CRD #153873.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Cladis Investment Advisory LLC's AUM?

    Cladis Investment Advisory LLC reports approximately $243M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cladis Investment Advisory LLC headquartered?

    Cladis Investment Advisory LLC is headquartered in Billings, Montana.

    What is Cladis Investment Advisory LLC's CRD number?

    Cladis Investment Advisory LLC's CRD number is 153873. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cladis Investment Advisory LLC manage?

    Cladis Investment Advisory LLC manages approximately 274 client accounts according to its latest SEC filing.

    Is Cladis Investment Advisory LLC SEC registered?

    Yes, Cladis Investment Advisory LLC is registered with the SEC as an investment adviser with an approved registration status.

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