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Est. 2026The front page of wealth managementNew York

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Wealth manager, independent · Eagle, ID

Arcadia Investment Advisors, LLC

SEC-registered investment adviser · CRD 109590 · SEC 801-56607

At a glance

Arcadia Investment Advisors, LLC is an SEC-registered investment adviser based in Eagle, Idaho, with $346 million in regulatory assets under management as of its Form ADV filed February 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 266 individual clients. By Form ADV it is a wealth manager, ranked 3,944th of 8,915 wealth managers and 9,463rd of 17,210 SEC-registered advisers by assets.

Main office 208-342-7758arcadiaia.netAs filed on Form ADV

Regulatory AUM
$346M
Rank among wealth managers
#3,944 of 8,915
Rank among all SEC RIAs
#9,463 of 17,210
Rank in Idaho
#28 of 54
Individual clients
266
High-net-worth clients
118
Accounts
773
Discretionary
100% of AUM
Employees
6
Advisory staff
3
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals118$284M82%
Individuals148$44M13%
Pension and profit sharing plans10$11M3%
Charitable organizations4$7M2%

Disciplinary disclosures

Arcadia Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management

AtlasMembers

The full record on Arcadia Investment Advisors, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 6,369 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Arcadia Investment Advisors, LLC manage?

Arcadia Investment Advisors, LLC reports $346 million in regulatory assets under management across 773 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 6, 2026.

What kind of firm is Arcadia Investment Advisors, LLC?

Arcadia Investment Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Arcadia Investment Advisors, LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($284 million, 118 clients); individuals ($44 million, 148 clients); pension and profit sharing plans ($11 million, 10 clients).

Does Arcadia Investment Advisors, LLC have any disciplinary history?

Arcadia Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Arcadia Investment Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →