CLADIS INVESTMENT ADVISORY LLC

CLADIS INVESTMENT ADVISORY LLC of BILLINGS, MT is an SEC-registered investment adviser (CRD 153873). Regulatory assets under management: $242.6M.

Registration

• CRD: 153873
• SEC file number: 801-126137
• Type: Registered investment adviser
• Location: 180 S. 32ND ST. WEST, SUITE 1, BILLINGS, MT, 59102
• Phone: 406-259-4939
• Latest filing: 2026-03-05
• Regulatory AUM: $242.6M
• Discretionary AUM: $242.0M
• Non-discretionary AUM: $650K
• Clients: 3
• Accounts: 274

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search