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COZAD ASSET MANAGEMENT INC
CRD 104764 · SEC 801-18060
2501 GALEN DRIVE, CHAMPAIGN, IL, 61821-7005, United States
Phone
217-356-8363
Fax
217-355-1359
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.62B
Discretionary AUM
$2.55B
Team
29 total employees; 20 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1181 | $511.9M |
| High net worth individuals | 935 | $1.95B |
| Pension/profit sharing plans | 12 | $41.3M |
| Charitable organizations | 29 | $69.7M |
| Corporations/business entities | 21 | $49.1M |
States served
AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MI, MN, MT, NE, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, VI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD