Arcadia Investment Advisors provides portfolio management for individuals and small businesses and financial planning.
Arcadia Investment Advisors reports 280 clients. They include 148 individual clients, 118 high-net-worth individuals, and 10 pension and profit-sharing plans. Nearly all assets ($346M across 771 accounts) are managed with discretion; $2.66K across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 13% |
| High-net-worth individuals | 42% | 82% |
| Pension and profit-sharing plans | 4% | 3% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 148 | $44.2M | 12.8% | $299K |
| High-net-worth individuals | 118 | $284M | 82.1% | $2.4M |
| Pension and profit-sharing plans | 10 | $11M | 3.2% | $1.1M |
| Charitable organizations | 4 | $6.85M | 2.0% | $1.71M |
| Total | 280 | $346M | 100% | $1.24M |
- Clients
- 148
- Regulatory AUM
- $44.2M
- AUM share
- 12.8%
- Avg. per client
- $299K
- Clients
- 118
- Regulatory AUM
- $284M
- AUM share
- 82.1%
- Avg. per client
- $2.4M
- Clients
- 10
- Regulatory AUM
- $11M
- AUM share
- 3.2%
- Avg. per client
- $1.1M
- Clients
- 4
- Regulatory AUM
- $6.85M
- AUM share
- 2.0%
- Avg. per client
- $1.71M
Total
- Clients
- 280
- Regulatory AUM
- $346M
- AUM share
- 100%
- Avg. per client
- $1.24M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Arcadia Investment Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Howard Teutsch owns 75% or more of Arcadia Investment Advisors. It has 6 employees, 3 of them in advisory roles.
Leadership
- Howard TeutschInvestment Manager/CCO
- Richard TeutschInvestment Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Howard Ralph Teutsch
- Richard Allen Teutsch
- Trevor Wayne Teutsch
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Arcadia Investment Advisors, LLC
Howard Teutsch
Control person · since October 2010
- Owns 10% to 25% of Arcadia Investment Advisors, LLC
Richard Teutsch
Control person · since August 1996
Arcadia Investment Advisors’ regulatory assets grew from $235M (March 2021) to $346M (February 2026); clients were 280 in both filings and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $346M | 280 | 6 | 2 |
| February 2025 | $298M | 273 | 6 | 2 |
| March 2024 | $265M | 279 | 6 | 2 |
| March 2023 | $227M | 284 | 5 | 2 |
| March 2022 | $263M | 280 | 5 | 2 |
| March 2021 | $235M | 274 | 5 | 2 |
Besides its headquarters, Arcadia Investment Advisors has 1 office, with 2 listed addresses in Idaho and Oregon.
Idaho · 1 listed address
- 1028 S. Bridgeway Place, Suite 100, EagleHQ
Oregon · 1 listed address
- 825 Ne Multnomah Street, Portland
Contact and registration details
- Legal name
- Arcadia Investment Advisors, LLC
- Headquarters
- 1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095
- Website
- arcadiaia.net
- Phone
- 208-342-7758
- SEC file
- 801-56607
- Founded
- 1996
- Structure
- Idaho LLC
- Fiscal year end
- December
Arcadia Investment Advisors uses Charles Schwab ($344M) as custodian for its separately managed accounts. Arcadia Investment Advisors has custody of $85.8M in client assets for 135 clients.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $344M100%
At year end, Arcadia Investment Advisors’ separately managed accounts were mostly in funds (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $237M across 80 positions; the largest are Vanguard Index Fds (9.6%), Schwab Strategic TR (6.2%) and iShares TR (5.7%).
What the accounts hold
- Funds98%
- Cash2%
Reported 13F holdings
- $237M
- Reported 13F value
- 80
- Positions
- 55.0%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- Vanguard Index Fds · Large Cap ETF9.6%
- Schwab Strategic TR · US Lrg Cap ETF6.2%
- iShares TR · Rus Top 200 ETF5.7%
- American Centy ETF TR · Avantis US Larg5.5%
- Schwab Strategic TR · Fundamental US L5.4%
- SPDR Index Shs Fds · ST Str Acwi ETF5.3%
- Schwab Strategic TR · Fundamental Intl4.8%
- iShares TR · MSCI Eafe ETF4.2%
- iShares TR · Ibonds Dec20264.2%
- iShares TR · Rus 1000 ETF4.2%
Together, the ten largest are 55.0% of reported value.
How many clients does Arcadia Investment Advisors have?
Arcadia Investment Advisors has 280 clients and manages $346 million for them, as of February 2026. They include 148 individual clients, 118 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026
What services does Arcadia Investment Advisors offer?
Arcadia Investment Advisors provides portfolio management for individuals and small businesses and financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Arcadia Investment Advisors use?
Arcadia Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $344M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026
How many financial advisors does Arcadia Investment Advisors have?
Arcadia Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arcadia Investment Advisors invest in?
At the end of its last fiscal year, Arcadia Investment Advisors’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arcadia Investment Advisors?
Arcadia Investment Advisors’ direct owners are Richard Teutsch (10% to 25%) and Howard Teutsch (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does Arcadia Investment Advisors get paid?
Arcadia Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arcadia Investment Advisors?
Arcadia Investment Advisors’ main office is at 1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095. Its phone number is 208-342-7758. Its website is arcadiaia.net.