Cladis Investment Advisory LLC
● SEC registered since 2022CRD 153873SEC# 801-126137Billings, MT
Reg. AUM
$242.6M
Employees
3
Accounts
274
Location
Billings, MT
Cladis Investment Advisory LLC assets under management
Cladis Investment Advisory LLC is an investment advisory firm registered with the SEC based in Billings, MT. The firm has been registered since 2022. It reports $242.6 million in regulatory assets under management and employs 3 people.
Cladis Investment Advisory LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fortin Enterprises, Inc | Member | 25-50% | 2025 |
| Nicholas Richard Cladis Control | Manager & Chief Compliance Officer | 25-50% | 2010 |
| Tracy Weidler Hawbaker Control | Chief Operations Officer | 25-50% | 2022 |
Frequently asked questions
How much does Cladis Investment Advisory LLC manage?
Cladis Investment Advisory LLC reports $242.6 million in regulatory assets under management on its Form ADV.
How many employees does Cladis Investment Advisory LLC have?
Cladis Investment Advisory LLC reports 3 employees.
Where is Cladis Investment Advisory LLC located?
Cladis Investment Advisory LLC is based in Billings, MT and has been SEC-registered since 2022.
Does Cladis Investment Advisory LLC disclose fund performance?
Cladis 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 | 180 S. 32nd St. West, Suite 1, Billings, MT 59102 |
| Phone | 406-259-4939 |
| Fax | 406-281-8477 |
| Office hours | 7:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.6M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$242.6Mregulatory AUM
Discretionary $242MNon-discretionary $650K