Cozad Asset Management Inc

RIASEC RegisteredEst. 1982

Total AUM

$2.6B

Discretionary

$2.5B

97% of AUM

Avg account

$686K

Accounts

3,824

Employees

Advisory reps

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

FINTRX

Overview

Cozad Asset Management Inc is an independent, SEC-registered registered investment adviser organized as a corporation and operating since the early 1980s. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator that uses third-party managers alongside direct portfolio management. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. In addition to advisory work the firm operates in related businesses as an insurance broker and an accounting practice. Fee arrangements include asset-based fees, hourly charges and fixed fees. Cozad does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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 5

Brett Anderson
Co-Chief Executive Officer, Chief Investment OfficerCRD 6310675
Ronald Kiddoo
Chairman of the Board, Chief Investment OfficerCRD 1028779
Stephen Kiddoo
Chief Compliance OfficerCRD 5637857

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Contacts

3 of 19

Anne Storsved
Director of Tax and Financial Planning, Portfolio ManagerCRD 4299254
John Evans
Portfolio ManagerCRD 4423527
Adrienne Olson
Investment AdvisorCRD 4221357