Cladis Investment Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Billings, MT. Its latest Form ADV filing, dated March 5, 2026, reports $243M in regulatory assets under management, 3 employees, and 274 accounts.
Assets Under Management
$243M
Employees
3
Offices
--
Total Clients
119
Primary office
BILLINGS, MT
180 S. 32ND ST. WEST, SUITE 1, BILLINGS, MT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
68
2
HNWI
38.7%
46
3
Charitable
4.2%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 5, 2026
Discretionary99.7%
$242M
100% of total RAUM99.7%
Non-discretionary0.3%
$650K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$243M
Total Accounts274
10Y AUM Change+$131M (+117.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* 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.