345 Investment Advisory, LLC
● SEC registered since 2026CRD 342120SEC# 801-136279Scottsdale, AZ
Reg. AUM
$295.1M
Employees
12
Accounts
933
Location
Scottsdale, AZ
345 Investment Advisory, LLC assets under management
345 Investment Advisory, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2026. It reports $295.1 million in regulatory assets under management and employs 12 people.
345 Investment Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brady Donald Schneider Control | Chief Operating Officer/Chief Compliance Officer | Under 5% | 2026 |
| Dillan Joe Micus Control | Managing Member | Over 75% | 2026 |
| Patrick Kearns | Member | 10-25% | 2026 |
Frequently asked questions
How much does 345 Investment Advisory, LLC manage?
345 Investment Advisory, LLC reports $295.1 million in regulatory assets under management on its Form ADV.
How many employees does 345 Investment Advisory, LLC have?
345 Investment Advisory, LLC reports 12 employees.
Where is 345 Investment Advisory, LLC located?
345 Investment Advisory, LLC is based in Scottsdale, AZ and has been SEC-registered since 2026.
Does 345 Investment Advisory, LLC disclose fund performance?
345 Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4835 East Cactus Road, Suite 255, Scottsdale, AZ 85254 |
| Phone | (303) 887-8786 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$295.1MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,389 advisers
EmployeesTop 35%
More than 65% of 16,799 advisers
Assets under management
$295.1Mregulatory AUM
Discretionary $295.1M