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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLADIS, NICHOLAS, RICHARD | I | MANAGER & CHIEF COMPLIANCE OFFICER | C | Control |
| FORTIN ENTERPRISES, INC | DE | MEMBER | C | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | |
| HAWBAKER, TRACY, WEIDLER | I | CHIEF OPERATIONS OFFICER | B | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
MT NE
Address
180 S. 32ND ST. WESTSUITE 1
BILLINGS, MT 59102
United States
Phone: 406-259-4939