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COZAD ASSET MANAGEMENT INC

Advisory

N·CHAMPAIGN, IL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$2.6B

1-Year AUM Growth

+17.4%

3-Year CAGR

+6.0%

Employees

20

Assets Under Management

Total AUM$2.6B

Discretionary AUM$2.5B

Non-Discretionary AUM$73M

Discretionary %97.2%

Total Clients2,015

Team

Total Employees20

Investment Advisers29

Employee Growth (1Y)-9.1%

Filing History

Total Filings on Record65

First FilingJan 31, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COZAD ASSET MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.