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CITADEL INVESTMENT ADVISORY INC

Advisory

N·

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$278M
1-Year AUM Growth
+15.1%
3-Year CAGR
+3.7%
Employees
1
Assets Under Management
Total AUM$278M
Discretionary AUM$278M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients117
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingFeb 26, 2001
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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