A complete list of active advisors currently associated with Acadia Investment Advisors LLC
Warmer can help you find a great advisor at Acadia Investment Advisors LLC or one who fits your needs even better.
Acadia Investment Advisors LLC provides discretionary portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and monitoring portfolios across equities, mutual funds, ETFs, fixed income and options. The firm reports $42 million in discretionary assets under management and operates as a single‑advisor practice serving a very small client base (eight clients). Investment decisions are guided by cyclical, fundamental and quantitative analysis and implemented through long‑term, short‑term and options strategies (including covered and uncovered options), with documented risk tolerances and regular portfolio monitoring. AIA charges percentage‑of‑AUM advisory fees that are withdrawn from client custody on a monthly basis and requires clients to maintain accounts at Schwab Institutional while exercising discretionary trading authority. Compared with peers, the firm is notable for its concentrated client base and apparent focus on high‑net‑worth accounts — despite stating no account minimum, its small number of clients and AUM concentration suggest it does not serve lower‑net‑worth retail individuals, which is uncommon among independent advisers. It also requires use of a specific custodian (Schwab), does not aggregate trades for multiple client accounts, and employs options strategies including uncovered positions, all of which can affect execution, research access and risk characteristics that prospective clients should consider.
To learn more about the advisors currently working at Acadia Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wayne, PA
| 6
|
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