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ARCADIA INVESTMENT ADVISORS, LLC
CRD 109590 · SEC 801-56607
1028 S. BRIDGEWAY PLACE, SUITE 100, EAGLE, ID, 83616-6095, United States
Phone
208-342-7758
Fax
208-561-7726
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$345.8M
Discretionary AUM
$345.8M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $44.2M |
| High net worth individuals | 118 | $283.7M |
| Pension/profit sharing plans | 10 | $11.0M |
| Charitable organizations | 4 | $6.9M |
States served
CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD