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Arcadia Investment Management
Founded in 1987 and headquartered in Kalamazoo, Michigan, Arcadia Investment Management operates as an independent wealth advisory practice rooted in the Great...
Arcadia Investment Management
Founded in 1987 and headquartered in Kalamazoo, Michigan, Arcadia Investment Management operates as an independent wealth advisory practice rooted in the Great Lakes region. The firm traces its origin to a period when many regional banks were spinning out advisory businesses to serve a growing market of corporate executives and small business owners seeking professional portfolio management. Principal ownership and current leadership are not publicly disclosed. Arcadia delivers financial planning, retirement plan design, and discretionary investment management to individuals, high-net-worth families, and corporate clients. There is no public evidence of allocations to private equity, venture capital, direct real estate, or hedge funds. Geographic concentration appears tightly focused on the Kalamazoo-Portage metropolitan area and wider southwestern Michigan. The firm neither publishes assets under management nor discloses a team count. Absent regulatory filings or media profiles, Arcadia's scale remains opaque—a common profile for advice-only registered investment advisers serving a localized book of business. No adjacent philanthropic vehicles, family office co-investment clubs, or real-asset arms are evident in the public record. Arcadia's structural differentiator is its survival as an independent practice in a consolidating industry. While bank-affiliated wealth units and national aggregators have absorbed many regional RIAs, Arcadia has maintained a stand-alone identity since the late 1980s.
General information
Firm type
Bank / Wealth / Trust
Year founded
1987
Location
Region
North America
Country
United States
City
Kalamazoo
Corporate office
Kalamazoo, MI, United States
Frequently asked questions
What services does Arcadia Investment Management provide?
The firm offers investment advisory services including financial planning, retirement planning, and discretionary portfolio management. Its client base encompasses individuals, high-net-worth families, and corporate accounts, per Altss research. The practice is structured as a traditional wealth manager rather than an alternative-asset allocator.
Who leads investment decisions at Arcadia Investment Management?
Current leadership and investment committee composition are not publicly available. The firm's public footprint—limited to its website and basic corporate records—does not identify named principals, portfolio managers, or a chief investment officer. This opacity is common among closely held advisory practices in secondary and tertiary markets.
How is Arcadia Investment Management related to other entities named Arcadia?
This firm is not affiliated with Arcadia Investment Partners (a fund-of-funds platform), Arcadia Capital (a Brazil-based investment bank), or Arcadia Funds (a securities-lending manager). Arcadia Investment Management of Kalamazoo, Michigan, is a stand-alone entity with no known parent company or sister vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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