Cozad Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Champaign, IL. Its latest Form ADV filing, dated March 27, 2026, reports $2.6B in regulatory assets under management, 29 employees, and 3,824 accounts.
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
1,181
2
HNWI
42.9%
935
3
Charitable
1.3%
29
4
Corporations
1.0%
21
5
Pension Plans
0.6%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 27, 2026
Discretionary97.2%
$2.5B
97% of total RAUM97.2%
Non-discretionary2.8%
$73M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts3,824
10Y AUM Change+$1.5B (+132.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee75:1
10Y Employee Change+9 (+45.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.