ARCADIA INVESTMENT ADVISORS, LLC
Adviser information for ARCADIA INVESTMENT ADVISORS, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 862 | $264.7M |
| Non-Discretionary | 2 | $224,251 |
| Total | 864 | $264.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 170 | $55.7M |
| HNW Individuals | 95 | $196.5M |
| 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 | 9 | $6.8M |
| Charitable organizations | 5 | $5.9M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-56607 |
|---|---|
| SEC ERA File Number | 801-56607 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109590 |
| Legal Entity Identifier | None |
Principal Office
1028 S. BRIDGEWAY PLACE, SUITE 100EAGLE
ID
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 208-342-7758, Fax: 208-561-7726
Chief Compliance Officer
HOWARD R. TEUTSCH
INVESTMENT MANAGER, OWNER
1028 S. BRIDGEWAY PLACE, SUITE 100
EAGLE
ID
United States
Tel:
208-342-7758
Fax:
503-290-3545
H*******@************T
(Full email address available in API data)
Regulatory Contact
SHERRI BOUDREAUX
PORTFOLIO ANALYST
1028 S. BRIDGEWAY PLACE, SUITE 100
EAGLE
ID
United States
Tel:
208-342-7758
Fax:
208-561-7726
S*********@************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TEUTSCH, RICHARD, ALLEN | Individual | – | INVESTMENT MANAGER | 08/1996 | 10-25% |
| TEUTSCH, HOWARD, RALPH | Individual | – | INVESTMENT MANAGER/CCO | 10/2010 | > 75% |