Arcadia Investment Advisors, LLC
Firm details
- Headquarters
- Eagle, Idaho
- CRD number
- 109590
- Registered since
- June 23, 1999
- Website
- arcadiaia.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.05%
- Individuals12.78%
- Pension & Profit Sharing Plans3.18%
- Charitable Organizations1.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Arcadia Investment Advisors, LLC is an independent, fee-based registered investment adviser formed as an LLC and on the SEC register since 1999. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. Arcadia does not self-identify as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser in the source data. The firm received recognition as one of "Top RIA Firms to Watch" from investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Howard Teutsch
Investment AdvisorCRD 5354478
Richard Teutsch
Investment ManagerCRD 2639169
Trevor Teutsch
Associate AdvisorCRD 7608982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$251M in ETFs
95%
$237M
5%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $22.8M | 66,226 | 9.09% |
Location
Eagle, ID
Ada
Location
Eagle, ID
Headquartered in Eagle, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 1028 S Bridgeway Pl
- Time zone
- MT (UTC-7)
- Office locations
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