Nicholas Cladis
Cladis Investment Advisory · Billings, Montana
Nicholas Cladis is a fee-only financial advisor at Cladis Investment Advisory in Billings, Montana. Cladis Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cladis Investment Advisory |
|---|---|
| Based in | Billings, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $242.6M across 274 accounts |
| SEC registration | Investment adviser representative in MT · CRD 47182 |
| Exams passed | Series 63 (1987) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cladisadvisory.com |
How Nicholas's firm compares
- Cladis Investment Advisory's average account is about $885,000, from its Form ADV (assets managed divided by 274 accounts).
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Questions about Nicholas
Is Nicholas Cladis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Cladis Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Cladis Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Cladis based?
Nicholas Cladis is based in Billings, Montana.
Is Nicholas Cladis registered with the SEC?
Yes. Nicholas Cladis is registered as an investment adviser representative in MT (CRD 47182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cladis Investment Advisory manage?
Cladis Investment Advisory reports $242.6M across 274 accounts in assets under management.
How do I contact Nicholas Cladis?
Through Nicholas's website, www.cladisadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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