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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

ARCADIA INVESTMENT MANAGEMENT CORP

CRD 104867

KALAMAZOO, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b52d6ea-b5a3-2b61-9707-aee99e329347

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Mar 28, 2012 to Mar 6, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $697MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $697M
Private client RAUM: $648MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 380
Individual clients: 24
High net worth clients: 61
Custody, client assets: $80.0M
SEC number: 801-29203
CIK: 1016972
CRD: 104867
Filings on the tape: 21
First filed: Mar 28, 2012
Latest filed: Mar 6, 2026
Organised: Corporation, MI
Website: arcimc.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOVE, JERRY, BERT	VICE PRESIDENT, TREASURER	C	yes	08/2000	Mar 28, 2012	May 30, 2024
MUELLER, MICHAEL, LEWIS	President	C	yes	04/1998	Mar 28, 2012	May 30, 2024
MARTIN, DORSEY, M.	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT & SECRETARY	A	no	12/2005	Mar 28, 2012	May 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$697M	$697M	4	3	0	n/a	n/a
2024	Mar 19, 2025	$688M	$688M	4	3	0	n/a	n/a
2023	Mar 11, 2024	$586M	$586M	4	3	0	n/a	n/a
2022	Feb 24, 2023	$504M	$504M	5	4	0	n/a	n/a
2021	Mar 9, 2022	$653M	$653M	5	4	0	n/a	n/a
2020	Mar 1, 2021	$544M	$544M	5	4	0	n/a	n/a
2019	Mar 9, 2020	$455M	$455M	4	3	0	n/a	n/a
2018	Mar 13, 2019	$365M	$365M	4	3	0	n/a	n/a
2017	Mar 13, 2018	$417M	$417M	5	4	0	n/a	n/a
2016	Mar 20, 2017	$379M	$379M	5	4	n/a	n/a	n/a
2015	Mar 16, 2016	$402M	$402M	5	4	n/a	n/a	n/a
2014	Mar 10, 2015	$447M	$447M	5	4	n/a	n/a	n/a
2013	Mar 12, 2014	$587M	$587M	6	5	n/a	n/a	n/a
2012	Mar 20, 2013	$495M	$495M	6	5	n/a	n/a	n/a
2011	Mar 28, 2012	$448M	$448M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$697M	$688M	1.4%	$504M	11.4%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
F L PUTNAM INVESTMENT MANAGEMENT CO.	3	May 21, 2026	Apr 1, 2026	KALAMAZOO, MI	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (5)

← CHARLES JOHN YBEMAAdvisorregistration: previous registration
Jan 8, 2021 to May 21, 2026factForm ADV
← MICHAEL LEWIS MUELLERAdvisorregistration: previous registration
Oct 28, 1992 to May 21, 2026factForm ADV
← JERRY BERT LOVEAdvisorregistration: previous registration
Feb 16, 2004 to May 21, 2026factForm ADV
← MARILEE KRISTEN BARTLAdvisorregistration: previous registration
Jul 23, 2010 to Sep 8, 2015factForm ADV
← CHARLES DWIGHT WATTLESAdvisorregistration: previous registration
Feb 16, 2004 to Mar 26, 2014factForm ADV

Moved with (1)

→ F L PUTNAM INVESTMENT MANAGEMENT CO.Registered adviser3 advisors, firm absorbed, same day
May 21, 2026 to Apr 1, 2026factForm ADV

Controls (2)

← MUELLER, MICHAEL, LEWISOwnerPRESIDENT, ownership code C, individual
Mar 28, 2012 to May 30, 2024factForm ADV
← LOVE, JERRY, BERTOwnerVICE PRESIDENT, TREASURER, ownership code C, individual
Mar 28, 2012 to May 30, 2024factForm ADV

Owns (1)

← MARTIN, DORSEY, M.OwnerCHIEF COMPLIANCE OFFICER, VICE PRESIDENT & SECRETARY, ownership code A, individual
Mar 28, 2012 to May 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 21, 2026
Firm absorbed
Arcadia Investment Management Corp's advisors moved to F L Putnam Investment Management CO. (Kalamazoo, MI): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
May 21, 2026
Advisor changed firm
Charles John Ybema left Arcadia Investment Management Corp for F L Putnam Investment Management Co. (registered 2026-04-01)
Form ADVobserved 5 days ago
Occurred
May 21, 2026
Advisor changed firm
Michael Lewis Mueller left Arcadia Investment Management Corp for F L Putnam Investment Management Co. (registered 2026-04-01)
Form ADVobserved 5 days ago
Occurred
May 21, 2026
Advisor changed firm
Jerry Bert Love left Arcadia Investment Management Corp for F L Putnam Investment Management Co. (registered 2026-04-01)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2023
Control person left
Edward L Knox (Vice President, Secretary) no longer on Schedule A of Arcadia Investment Management Corp (listed 2022-03-09, absent 2023-02-24)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jun 1, 2026
Arcadia Investment Management Corp no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $697.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b52d6ea-b5a3-2b61-9707-aee99e329347
First observed: Mar 28, 2012
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARCADIA INVESTMENT MANAGEMENT CORP

CRD 104867

KALAMAZOO, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b52d6ea-b5a3-2b61-9707-aee99e329347

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOVE, JERRY, BERT

VICE PRESIDENT, TREASURER

yes

08/2000

Mar 28, 2012

May 30, 2024

MUELLER, MICHAEL, LEWIS

President

yes

04/1998

Mar 28, 2012

May 30, 2024

MARTIN, DORSEY, M.

CHIEF COMPLIANCE OFFICER, VICE PRESIDENT & SECRETARY

12/2005

Mar 28, 2012

May 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$697M

n/a

2024

Mar 19, 2025

$688M

n/a

2023

Mar 11, 2024

$586M

n/a

2022

Feb 24, 2023

$504M

n/a

2021

Mar 9, 2022

$653M

n/a

2020

Mar 1, 2021

$544M

n/a

2019

Mar 9, 2020

$455M

n/a

2018

Mar 13, 2019

$365M

n/a

2017

Mar 13, 2018

$417M

n/a

2016

Mar 20, 2017

$379M

n/a

2015

Mar 16, 2016

$402M

n/a

2014

Mar 10, 2015

$447M

n/a

2013

Mar 12, 2014

$587M

n/a

2012

Mar 20, 2013

$495M

n/a

2011

Mar 28, 2012

$448M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$697M

$688M

1.4%

$504M

11.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

F L PUTNAM INVESTMENT MANAGEMENT CO.

May 21, 2026

Apr 1, 2026

KALAMAZOO, MI

Firm absorbed

RIA to RIA

100.0%