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Arcadia Investment Advisors
Arcadia Investment Advisors is an SEC-registered investment adviser in Eagle, ID, registered since 1999. The firm manages $346 million in assets on a...
Overview
Arcadia Investment Advisors is an SEC-registered investment adviser in Eagle, ID, registered since 1999. The firm manages $346 million in assets on a discretionary basis. It has 6 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Eagle
Corporate office
Eagle, ID, United States
Frequently asked questions
What types of investment vehicles does Arcadia Investment Advisors typically use for client portfolios?
While the firm does not disclose its model portfolio compositions publicly, wealth managers of Arcadia's classification commonly construct allocations using individual equities, fixed-income securities, and third-party managed products such as mutual funds and exchange-traded funds. Direct venture capital, private equity, or bespoke co-investment vehicles are not typical of firms operating in this segment of the advisory market without additional publicized institutional capabilities.
Does Arcadia Investment Advisors serve institutional clients or primarily individual households?
Available regulatory classifications point to a client base composed primarily of individuals and high-net-worth households rather than institutional allocators such as pension funds or endowments. The firm's footprint in Eagle and the absence of stated institutional separate-account programs further supports this reading, though formal client-count disclosures are not public record.
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