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COZAD ASSET MANAGEMENT INC
CRD 104764File 801-18060
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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
29
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.COZADASSET.COM
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,015 | 2,178 | increased by163 |
| Apr 1, 2026 | AUM | $2,240,693,977 | $2,622,584,603 | increased by$381,890,626 |
| Apr 1, 2026 | Accounts | 3,424 | 3,824 | increased by400 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 29 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,652 | 2,015 | increased by363 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,885,801,256 | $2,240,693,977 | increased by$354,892,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,154 | 3,424 | increased by270 |
| Aug 1, 2022 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2022 | Employees | 21 | 20 | decreased by1 |
| Apr 1, 2022 | Clients | 1,327 | 1,652 | increased by325 |
| Apr 1, 2022 | AUM | $1,614,429,837 | $1,885,801,256 | increased by$271,371,419 |
| Apr 1, 2022 | Accounts | 2,567 | 3,154 | increased by587 |
| Jan 1, 2022 | Employees | 20 | 21 | increased by1 |
| Nov 1, 2021 | Employees | 21 | 20 | decreased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COZAD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COZAD ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.