firm profile
Cladis Investment Advisory LLC
Overview
Cladis Investment Advisory LLC is an SEC registered investment adviser based in Billings, MT, registered since 2010. It reports $243M in assets under management across 274 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $243M
- Discretionary
- 100%
- Accounts
- 274
- Average account
- $885K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2010
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Nicholas Richard Cladis Manager, Chief Compliance Officer CRD 47182
- Tracy Weidler Hawbaker Chief Operating Officer CRD 4981864
Advisory reps 3 of 3
- Nicholas Richard Cladis Insurance Agent · Investment Adviser Rep CRD 47182
- Tracy Weidler Hawbaker Investment Adviser Rep CRD 4981864
- Henry George Zander Investment Adviser Rep CRD 8159319
Location
- Headquarters
- 180 S 32nd St W Ste 1
Billings, MT 59102 - County
- Yellowstone
- Metro area
- Billings, MT
- Region
- West
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: cladisadvisory.com
Every state, with registration dates
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