CLADIS INVESTMENT ADVISORY LLC
CRD #153873 SEC #801-126137 BILLINGS, MT 406-259-4939
SEC Registered
Total AUM
$206.6M
Discretionary
$206M
Employees
2
Clients
0
Accounts
271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $206.6M | $206M | $573.9K | 2 | 8 |
| Feb 2025 | $206.6M | $206M | $573.9K | 2 | 8 |
| Mar 2024 | $139.9M | $139.4M | $510.7K | 2 | 2 |
| Apr 2023 | $104.9M | $104.4M | $494K | 2 | 7 |
| Mar 2023 | $104.9M | $104.4M | $494K | 2 | 7 |
| Sep 2022 | $111.7M | $111.2M | $504.7K | 2 | 8 |
| Jun 2022 | $111.7M | $111.2M | $504.7K | 3 | 8 |
DateMar 2025
Total AUM$206.6M
Discretionary$206M
Non-Disc.$573.9K
Employees2
Clients8
DateFeb 2025
Total AUM$206.6M
Discretionary$206M
Non-Disc.$573.9K
Employees2
Clients8
DateMar 2024
Total AUM$139.9M
Discretionary$139.4M
Non-Disc.$510.7K
Employees2
Clients2
DateApr 2023
Total AUM$104.9M
Discretionary$104.4M
Non-Disc.$494K
Employees2
Clients7
DateMar 2023
Total AUM$104.9M
Discretionary$104.4M
Non-Disc.$494K
Employees2
Clients7
DateSep 2022
Total AUM$111.7M
Discretionary$111.2M
Non-Disc.$504.7K
Employees2
Clients8
DateJun 2022
Total AUM$111.7M
Discretionary$111.2M
Non-Disc.$504.7K
Employees3
Clients8