Citadel Investment Advisory Inc

Overview

Citadel Investment Advisory Inc is a small, fee-based wealth manager that focuses on portfolio management for individual and family clients, as well as small businesses. The firm charges a percentage-of-AUM fee and concentrates portfolio construction around equities, with a clear preference for exchange-traded holdings. The adviser is not positioned as an ESG specialist and does not operate as a multi-state or pension consultant adviser. Its governance and ownership are structured as a corporation with individual ownership, and the firm has been SEC-registered since 2018. Investment activity favors direct equity exposure and liquid exchange-traded instruments; the firm uses third-party managers for alternative allocations rather than acting as a capital allocator itself. Portfolio mandates appear to be discretionary across the client base, with active management directed at tailored, account-level equity exposure and supplemental allocations in pooled vehicles and corporate debt where appropriate.

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Location & Offices