ARCADIA INVESTMENT ADVISORS, LLC
SEC RegisteredTrust Integrity Mission Knowledge Communication
About the firm
Arcadia Investment Advisors is a fee-only investment advisory firm with offices in Portland, Oregon and Boise, Idaho. Their mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communications so that clients may successfully achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management using technologically advanced, cost conscious, and tax efficient strategies; personalized investment plans for each client using broadly diversified investment vehicles; Personal CFO services; and personalized relationship-based financial guidance.
Who they serve
Individuals seeking investment management and financial goal achievement, with whom the firm seeks long-term personalized relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 148 | $44M |
| High Net Worth Individuals | 118 | $284M |
| Charitable Organizations | 10 | $11M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equities (AUM < $1M) | 1.00% |
| Fixed Income (AUM < $1M) | 0.30% |
| Equities up to $1M (AUM > $1M) | 0.90% |
| Equities over $1M (AUM > $1M) | 0.30% |
| Fixed Income (AUM > $1M) | 0.30% |
| Flat fee (AUM > $5M) | 0.00% |
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARCADIA INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched