COZAD ASSET MANAGEMENT INC
Firm details
- Headquarters
- CHAMPAIGN, Illinois
- CRD number
- 104764
- Registered since
- December 7, 1982
- Website
- cozadasset.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.38%
- Individuals19.52%
- Charitable Organizations2.66%
- Corporations / Businesses1.87%
- Pension & Profit Sharing Plans1.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cozad Asset Management Inc. is an independent, SEC-registered RIA that has been operating since 1982. The firm serves individuals, families and institutional clients and acts as a capital allocator, combining portfolio management with financial planning and selection-of-adviser services. Its advisory mandate spans portfolio management for individuals and small businesses, institutional management, pension consulting and selection of other advisers. The firm also conducts insurance brokerage and accounting activities alongside its advisory business. Cozad charges fees on an assets-under-management basis and also uses hourly and fixed-fee arrangements. It does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- US Government Bonds1%
Owners & executives
3 of 5BRETT ANDERSON
Co-Chief Executive Officer, Chief Investment OfficerCRD 6310675
RONALD KIDDOO
Chairman of the Board, Chief Investment OfficerCRD 1028779
STUART MEACHAM
Chief Operating OfficerCRD 1094785
Contacts
3 of 19Trenton Meacham
Executive Relationship DirectorCRD 6105445
DONALD CASPER
Investment AdvisorCRD 1047348
PEGGY SCHLUTER
Operations ManagerCRD 2180250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$560M in ETFs
76%
$424M
18%
$136M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $39.8M | 124,213 | 7.11% |
Location
CHAMPAIGN, IL
CHAMPAIGN
Location
CHAMPAIGN, IL
Headquartered in CHAMPAIGN, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- CHAMPAIGN
- Address
- 2501 Galen Dr
- Time zone
- CT (UTC-6)
- Office locations
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