Arcadia Investment Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Kalamazoo, MI. Its latest Form ADV filing, dated March 6, 2026, reports $697M in regulatory assets under management, 4 employees, and 380 accounts.
Assets Under Management
$697M
Employees
4
Offices
--
Total Clients
91
Primary office
KALAMAZOO, MI
161 EAST MICHIGAN AVE, STE 500, KALAMAZOO, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.0% of total clients.
Top client categories% of clientsClients
1
HNWI
67.0%
61
2
Individuals
26.4%
24
3
Charitable
6.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$697Mas of March 6, 2026
Discretionary100.0%
$697M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$697M
Total Accounts380
10Y AUM Change+$319M (+84.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.