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CLADIS INVESTMENT ADVISORY LLC

BILLINGS, MT · CRD 153873 · IAPD ↗ · 406-259-4939

$242.6MRegulatory AUM
3Advisory reps
3Employees
6Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CLADIS INVESTMENT ADVISORY LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2025 — CLADIS INVESTMENT ADVISORY LLC reported RAUM up 48% ($139.9M -> $206.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — CLADIS INVESTMENT ADVISORY LLC reported RAUM up 33% ($104.9M -> $139.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.