ARCADIA INVESTMENT ADVISORS, LLC
CRD #109590 SEC #801-56607 EAGLE, ID 208-342-7758
SEC Registered
Total AUM
$298M
Discretionary
$297.8M
Employees
6
Clients
--
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $298M | $297.8M | $253.4K | 6 | 0 |
| Mar 2024 | $264.9M | $264.7M | $224.3K | 6 | 0 |
| Mar 2023 | $227.3M | $227.1M | $213.5K | 5 | 0 |
| Mar 2022 | $263.4M | $263.2M | $255.9K | 5 | 0 |
| Mar 2021 | $235.5M | $235.2M | $260.7K | 5 | 0 |
| Jun 2020 | $198.7M | $198.4M | $244.9K | 5 | 0 |
| Apr 2020 | $198.7M | $198.4M | $244.9K | 5 | 0 |
| Mar 2020 | $198.7M | $198.4M | $244.9K | 5 | 0 |
| Mar 2019 | $180.5M | $177.9M | $2.6M | 6 | 0 |
| Jul 2018 | $178.2M | $178M | $146.7K | 3 | 0 |
| Mar 2018 | $178.2M | $178M | $146.7K | 3 | 0 |
| Mar 2017 | $151.1M | $151.1M | $0 | 5 | 200 |
| Mar 2016 | $131M | $131M | $0 | 5 | 200 |
| Mar 2015 | $140.8M | $140.8M | $0 | 4 | 200 |
| Mar 2014 | $124.6M | $124.6M | $0 | 4 | 200 |
| Oct 2013 | $99.5M | $99.3M | $200K | 4 | 200 |
| May 2013 | $99.5M | $99.3M | $200K | 4 | 200 |
| Mar 2013 | $99.5M | $99.3M | $200K | 4 | 200 |
| Mar 2012 | $91.2M | $91.2M | $0 | 6 | 200 |
| Mar 2012 | $91.2M | $91.2M | $0 | 6 | 200 |
| Jan 2012 | $145.1M | $145.1M | $0 | 6 | 200 |
| Mar 2011 | $145.1M | $145.1M | $0 | 10 | -- |
| Oct 2010 | $128.9M | $128.9M | $0 | 10 | -- |
| Mar 2009 | $106.3M | $106.3M | $0 | 10 | -- |
| Nov 2007 | $149.1M | $149.1M | $0 | 10 | -- |
| Mar 2007 | $149.1M | $149.1M | $0 | 5 | -- |
| Feb 2006 | $117M | $117M | $0 | 5 | -- |
| May 2005 | $80M | $80M | $0 | 5 | -- |
| Apr 2002 | $40M | $40M | $0 | 5 | -- |
DateFeb 2025
Total AUM$298M
Discretionary$297.8M
Non-Disc.$253.4K
Employees6
Clients0
DateMar 2024
Total AUM$264.9M
Discretionary$264.7M
Non-Disc.$224.3K
Employees6
Clients0
DateMar 2023
Total AUM$227.3M
Discretionary$227.1M
Non-Disc.$213.5K
Employees5
Clients0
DateMar 2022
Total AUM$263.4M
Discretionary$263.2M
Non-Disc.$255.9K
Employees5
Clients0
DateMar 2021
Total AUM$235.5M
Discretionary$235.2M
Non-Disc.$260.7K
Employees5
Clients0
DateJun 2020
Total AUM$198.7M
Discretionary$198.4M
Non-Disc.$244.9K
Employees5
Clients0
DateApr 2020
Total AUM$198.7M
Discretionary$198.4M
Non-Disc.$244.9K
Employees5
Clients0
DateMar 2020
Total AUM$198.7M
Discretionary$198.4M
Non-Disc.$244.9K
Employees5
Clients0
DateMar 2019
Total AUM$180.5M
Discretionary$177.9M
Non-Disc.$2.6M
Employees6
Clients0
DateJul 2018
Total AUM$178.2M
Discretionary$178M
Non-Disc.$146.7K
Employees3
Clients0
DateMar 2018
Total AUM$178.2M
Discretionary$178M
Non-Disc.$146.7K
Employees3
Clients0
DateMar 2017
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees4
Clients200
DateOct 2013
Total AUM$99.5M
Discretionary$99.3M
Non-Disc.$200K
Employees4
Clients200
DateMay 2013
Total AUM$99.5M
Discretionary$99.3M
Non-Disc.$200K
Employees4
Clients200
DateMar 2013
Total AUM$99.5M
Discretionary$99.3M
Non-Disc.$200K
Employees4
Clients200
DateMar 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--