COZAD ASSET MANAGEMENT INC

CRD 104764File 801-18060

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.62B

Top 25% of cohort (national)

Discretionary AUM

$2.55B

Non-discretionary $73.5M

Clients

2,178

3,824 accounts

Employees

Top 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Dec 7, 1982
Principal office: 2501 GALEN DRIVE, CHAMPAIGN, IL, 61821-7005
Phone: 217-356-8363
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/3908811/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.62B
Discretionary AUM: $2.55B
Non-discretionary AUM: $73.5M
Discretionary accounts: 3,798
Non-discretionary accounts: 26
Total accounts: 3,824
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	21	$49.1M
Charitable organizations	29	$69.7M
High net worth individuals	935	$1.95B
Pension and profit sharing plans	12	$41.3M
Individuals (other than high net worth individuals)	1,181	$511.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.