Cozad Asset Management Inc (Champaign)
Cozad Asset Management Inc is a large advisory firm based in Champaign. It manages $1.18 billion of regulatory assets for 2,280 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.
Cozad Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as may act as solicitor for other ria's.
Cozad Asset Management: assets under management
The assets under management (AUM) of Cozad Asset Management Inc is $1.18 billion. The firm's AUM has grown by 222% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in non-exchange traded securities the most. They account for 51% of the total AUM. The second-largest asset type is exchange traded securities, which make up 38% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cozad Asset Management Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Ronald Lane Kiddoo serves?
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Ronald Lane Kiddoo is high net worth individuals with 484 clients and $856.71 million of assets under management. Among the 9 most similar advisory firms, Cozad Asset Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.18 billion for 1,021 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cozad Asset Management doesn't advise any private funds.
Careers at Cozad Asset Management Inc
The company employs 21 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ronald Lane Kiddoo has been acting as President since 1 Jan 1982. Stephen Craig Kiddoo joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Champaign
The principal office where Cozad Asset Management Inc performs its advisory services is located at 2501 Galen Drive, Champaign, IL 61821 7005 The mailing address of the firm is P. O. Box 3669, Champaign, IL 61826 3669. An additional office of the firm is in Hudson, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 217-356-8363 or by fax 217-355-1359. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cozadassetmgmt.com.
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