9AT: ARCADIA INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date	02/06/2026
Registration	SEC, Approved, 06/23/1999
ADV Location	EAGLE, ID, United States
Contact Info	208 xxxxxxx
Websites

AUM^*	345,801,223 31%
of that, discretionary	345,798,568 31%
Number of Employees	6
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	447,350 46%
% High Net Worth	42.14% 24%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FORT VANCOUVER INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM237.1m	#Funds-
Adviser CAPITAL INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.2b	#Funds-
Adviser CORE WEALTH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM393.2m	#Funds-
Adviser BOSTON HILL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM988.3m	#Funds-
Adviser CORDIS FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM360.7m	#Funds-
Adviser KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM406.5m	#Funds-
Adviser RESOURCE PLANNING GROUP, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM278.8m	#Funds-
Adviser KING WEALTH MANAGEMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser TRUENORTH WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM321.7m	#Funds-
Adviser WEALTHSOURCE�	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-

Brochure Summary

Overview

Arcadia Investment Advisors, LLC (“Arcadia” “we”) was founded in 1996 by Richard Teutsch, who remains one of the two owners of our firm. Howard Teutsch joined Arcadia as an investment manager in 2007 and became a partner in 2010. Richard and Howard are both principal owners. Arcadia has locations in Portland, Oregon and Boise, Idaho. Investment Management Arcadia provides investment management services for our clients. We manage portfolios that often consist of multiple types of accounts, which may include joint, trust, IRA, etc. Portfolios are constructed in a manner that is appropriate for our client’s age and life circumstances. Guided by academic theory, Arcadia uses asset allocation to build tax efficient, low cost, and well diversified portfolios for our clients. We primarily use stock and bond mutual funds and Exchange Traded Funds (ETF). By developing a personalized investment strategy for each client, we are able to help our clients manage both their short‐term and long‐term financial objectives. This process includes

the construction of a well‐diversified portfolio consistent with the client’s appetite for risk in conjunction with an ongoing assessment of the portfolio’s performance. The investment strategy is monitored continually to ensure alignment with the client’s long‐term goals and financial objectives. As part of our portfolio management service we also offer Retirement planning where we identify and evaluate client financial goals and we also offer personal investment strategies. This service is designed to help individual investors achieve their financial and investment goals. In addition to managing client investment portfolios, we provide analysis and input regarding other assets, debt structure and other financial decisions that will be made over time. We do not sponsor or participate in any wrap‐fee programs. Assets Under Management: As of December 31, 2023, Arcadia managed approximately $264,688,364 in assets on a discretionary basis, approximately $224,251 on a non‐discretionary basis for a total AUM of approximately $264,912,615.

ARCADIA INVESTMENT ADVISORS, LLC

ARCADIA INVESTMENT ADVISORS, LLC

ARCADIA FINANCIAL GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ARCADIA INVESTMENT ADVISORS, LLC ARCADIA INVESTMENT ADVISORS, LLC ARCADIA FINANCIAL GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ARCADIA INVESTMENT ADVISORS, LLC

ARCADIA INVESTMENT ADVISORS, LLC

ARCADIA FINANCIAL GROUP LLC