Cladis Investment Advisory LLC

$242.6MAssets under management
as of Mar 2026 · SEC Form ADV
Billings, MT
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Tech stack

No one at Cladis Investment Advisory LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Wells Fargo
Per Form ADV · $122M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $18M held · filed Mar 2024