CLADIS INVESTMENT ADVISORY LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Montana, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	230	$139.4M
Non-Discretionary	3	$510,683
Total	233	$139.9M

Clients

Type	Number	RAUM
Individuals	69	$25.8M
HNW Individuals	35	$82.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	6	$31.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	2
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-126137
SEC ERA File Number	801-126137
SEC CIK Numbers	1911520
SEC CRD Numbers	153873
Legal Entity Identifier	None

Principal Office

180 S. 32ND ST. WEST
SUITE 1
BILLINGS
MT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic