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 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
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 5
Brett 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 19
Trenton Meacham
Business Development AssociateCRD 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 234Active vs passive
$652M in ETFs
74%
$485M
19%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $45.6M | 123,213 | 6.99% |
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
Similar firms
Ruedi Wealth Management, Inc.
RIAChampaign, IL
Sterling Wealth Management, Inc.
RIAChampaign, IL
Lester Financial Group, LLC
RIAChampaign, IL
Holder Wealth Management
RIAChampaign, IL
Tenet Wealth Partners, LLC
RIAChampaign, IL
W.K. Cooper II Asset Management Corporation
RIAChampaign, IL