Cladis Investment Advisory LLC
Cladis Investment Advisory LLC is an SEC-registered wealth manager in Billings, MT with $242.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Cladis Investment Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153873, SEC 801-126137, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $242.6M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Billings, MT
- Employees
- 3
- Clients
- 119
- CRD
- 153873
- Ownership
- CLADIS, NICHOLAS, RICHARD; HAWBAKER, TRACY, WEIDLER; FORTIN ENTERPRISES, INC
How much AUM does Cladis Investment Advisory LLC have?
Cladis Investment Advisory LLC reported $242.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Cladis Investment Advisory LLC?
Disclosed owners and executives of Cladis Investment Advisory LLC include CLADIS, NICHOLAS, RICHARD, HAWBAKER, TRACY, WEIDLER, FORTIN ENTERPRISES, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.