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- Custodian
- JP Morgan · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2010
- Office Locations
- 1
Office Locations
About Cladis Investment Advisory LLC
Cladis Investment Advisory is a Billings, MT fiduciary RIA providing comprehensive financial planning and customized investment management, including retirement and estate planning, education savings, and debt-reduction strategies. The firm emphasizes goal-based asset allocation and ongoing portfolio monitoring, building diversified portfolios across major asset classes and commonly implementing allocations with ETFs and mutual funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICHOLAS RICHARD CLADIS
Chief Compliance Officer, Manager
- CRD
- #47182
- Ownership
- 25% but less than 50%
TRACY WEIDLER HAWBAKER
Advisor, Chief Operations Officer
- CRD
- #4981864
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Henry George Zander V
Wealth Management Associate
- CRD
- #8159319
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,964,339 | $892,857 |
| Non-Discretionary | $650,240 | $216,747 |
| Total | $242,614,579 | $885,455 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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