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Arcadia Investment Advisors, LLC

Arcadia Investment Advisors, LLC. CRD 109590

Arcadia Investment Advisors, LLC logo

CRD: 109590

Arcadia Investment Advisors, LLC

Eagle, ID, 83616
2083427758
arcadiaia.net
$345.8M Total AUM
$345.8M Disc. AUM
15.5% 3Y CAGR
6 Employees
280 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Jefferson National Securities · Nationwide
Clients
Retail and Institutional
Platforms
--
Established Date
10-06-1995
Office Locations
3

Office Locations

1028 S. Bridgeway Place, Suite 100 Eagle ID
802 W. Bannock St. Ste. 406 Boise ID
825 NE Multnomah Blvd #1160 Portland OR

About Arcadia Investment Advisors, LLC

Arcadia Investment Advisors is a fee-only RIA providing investment management and financial planning, emphasizing personalized, relationship-driven guidance and “second-opinion” consultations. With offices in Portland, OR and Boise, ID, the firm builds portfolios using vehicles such as mutual funds and ETFs and supports both retail and institutional relationships. Custody includes Charles Schwab.

Team overview

-- AVG AGE
$115.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Radial eagle Focus optima Alpha

Custodian

Ridge frontier Catalyst Crest matrix

Investment Themes

Signal capital

Investment Vehicles

Glacier Foundation frontier

Platform

Wave horizon

Services

Harbor vital Bridge Focus delta Matrix optima Harbor

Owner & Executives

HOWARD RALPH TEUTSCH

HOWARD RALPH TEUTSCH

Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT MANAGER

CRD
#5354478
Ownership
75% or more
(713) 352-4716
value.foundation@wavecapital.com
in linkedin.com/in/delta-harbor
R

RICHARD ALLEN TEUTSCH

INVESTMENT MANAGER, Vice President

CRD
#2639169
Ownership
10% but less than 25%
(265) 571-5505
eagle.element@pioneercapital.com
in linkedin.com/in/meridian-frontier

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Contacts

Trevor Wayne Teutsch

Trevor Wayne Teutsch

Associate Advisor

CRD
#7608982
(676) 228-3741
bridge.unison@momentumcapital.com
in linkedin.com/in/momentum-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
03-06-2023
03-01-2024
02-19-2025
02-06-2026
Category Assets AVG. Account size
Discretionary $345,798,568 $448,507
Non-Discretionary $2,655 $1,328
Total $345,801,223 $447,350

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Separately Managed Accounts

Total SMA Asset: $345,801,223

$345.8M Total SMA
Public Funds:
30.6%
Cash:
69.4%
Asset class Assets Assets %
Public Funds $2,482,476,537 30.6%
Cash $5,630,191,883 69.4%
Total $8,112,668,420 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
BRIDGE ALPHA TIMBER FOUNDATION BEACON AMGR3S1VQ RAD 7.33% $102,870,413
ZENITH TIMBER DELTA VECTOR SHB694808 BTLLA 3.01% $22,119,877
CREST ZENITH ALPHA BEACON EAGLE 8D4VETGGT XYLSP 6.09% $48,758,330
MATRIX DELTA MERIDIAN SIGNAL RIDGE 6ZOOUJOWH VTL 8.21% $6,623,189
FOCUS CREST EMBER BRIDGE MATRIX X8LC236OE XTXX 8.91% $13,208,854
UNISON CAPITAL VERTEX HARBOR CAPITAL 90O51EQYX KDCG 8.65% $85,118,406
BRIDGE HORIZON SUMMIT CATALYST MOMENTUM BUNTKJNX9 CGVY 3.17% $89,442,190
RADIAL GLACIER EMBER CREST 48TFDEHET WCIU 6.91% $110,213,338

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