{
  "crd_number": 109590,
  "slug": "arcadia-investment-advisors-llc-eagle-id-109590",
  "primary_business_name": "ARCADIA INVESTMENT ADVISORS, LLC",
  "legal_name": "ARCADIA INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Eagle",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-06-23",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 345801223.0,
  "raum_discretionary": 345798568.0,
  "raum_non_discretionary": 2655.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6850834.0,
      "count": 4
    },
    "individuals": {
      "raum": 44198771.0,
      "count": 148
    },
    "pension_profit_sharing": {
      "raum": 11009568.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 283742050.0,
      "count": 118
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "ID",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://arcadiaia.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109590",
  "city_as_filed": "EAGLE",
  "url": "https://advisorcensus.com/firm/arcadia-investment-advisors-llc-eagle-id-109590",
  "display_name": "Arcadia Investment Advisors, LLC",
  "summary": "Arcadia Investment Advisors, LLC is an SEC-registered investment advisory firm in Eagle, ID, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Arcadia Investment Advisors, LLC (CRD 109590): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Arcadia Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arcadia Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Arcadia Investment Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 states: Flat fee: $21,000 a year (management of investments for clients whose billable AUM is over $5 million). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Arcadia Investment Advisors, LLC located?",
      "a": "Arcadia Investment Advisors, LLC's principal office is in Eagle, ID, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Arcadia Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Arcadia Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109590."
    },
    {
      "q": "How much does Arcadia Investment Advisors, LLC manage?",
      "a": "Arcadia Investment Advisors, LLC reports $345,801,223 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arcadia Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Arcadia Investment Advisors, LLC: Regulatory assets under management: $235,457,476 in the October 2021 data and $345,801,223 in the October 2026 data, up 47%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arcadia Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (118); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Arcadia Investment Advisors, LLC use?",
      "a": "Arcadia Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Arcadia Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109590"
    },
    {
      "q": "What changed in Arcadia Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $298,047,920 to $345,801,223 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 235457476.0,
      "total_employees": 5,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 263439907.0,
      "total_employees": 5,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 227324388.0,
      "total_employees": 5,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 264912615.0,
      "total_employees": 6,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 298047920.0,
      "total_employees": 6,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 345801223.0,
      "total_employees": 6,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $298,047,920 to $345,801,223 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $21,000 a year (management of investments for clients whose billable AUM is over $5 million)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $21,000 a year (management of investments for clients whose billable AUM is over $5 million)"
        ],
        "quotes": [
          "If client’s billable AUM is over $5 million: Flat fee of $21,000/year"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 21000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "management of investments for clients whose billable AUM is over $5 million"
        }
      ]
    },
    "quotes": [
      "If client’s billable AUM is over $5 million: Flat fee of $21,000/year"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arcadia-investment-advisors-llc-eagle-id-109590.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 148,
      "fewer_than_5": false,
      "raum": 44198771.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 118,
      "fewer_than_5": false,
      "raum": 283742050.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 11009568.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 6850834.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109590",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}