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| Cladis Investment Advisory LLC
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|---|---|
| CRD # | 153873 |
| SEC # | 801-126137 |
| CIK # | 0001911520 |
| AUM | 242.6 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 406-259-4939 |
| Address | 180 S 32nd St West Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 27.3 |
| (b) Individuals (high net worth individuals) | 46 | 123.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 51.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 39.8 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 242.6 |
| By Discretionary | ||
| Discretionary | 271 | 242.0 |
| Non-Discretionary | 3 | 0.7 |
| Total | 274 | 242.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.6 | |
| Total | 274 | 242.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911520] | |
| D | [0001911520] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Retail |
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