Citadel Investment Advisory Inc
● SEC registered since 2018CRD 110540SEC# 801-112507
Reg. AUM
$278.3M
Employees
1
Accounts
118
Location
—
Citadel Investment Advisory Inc assets under management
Citadel Investment Advisory Inc is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $278.3 million in regulatory assets under management and employs 1 people.
Citadel Investment Advisory Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kurt Thomas Liedtke Control | President,chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Citadel Investment Advisory Inc manage?
Citadel Investment Advisory Inc reports $278.3 million in regulatory assets under management on its Form ADV.
How many employees does Citadel Investment Advisory Inc have?
Citadel Investment Advisory Inc reports 1 employees.
Does Citadel Investment Advisory Inc disclose fund performance?
Citadel Investment Advisory Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 440-942-8877 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1811907 |
| Discloses disciplinary history | No |
Regulatory AUM
$278.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$278.3Mregulatory AUM
Discretionary $278.3M